+109.5%
VALE vs IQV
+487.2%
-377.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.4% |
| 7D | -1.8% | -2.6% | +0.8% | -0.9% |
| 30D | +6.7% | +6.2% | +0.5% | +4.0% |
| 3M | +4.9% | +38.0% | -33.1% | -9.0% |
| 6M | +3.6% | +43.9% | -40.3% | -12.6% |
| YTD | +21.9% | +14.0% | +7.9% | +12.0% |
| 1Y | +61.6% | +35.5% | +26.0% | +36.9% |
| 3Y | +52.1% | +20.3% | +31.8% | +29.1% |
| 5Y | +43.2% | -1.6% | +44.8% | +29.6% |
| 10Y | +521.5% | +233.4% | +288.1% | +191.5% |
| All | +109.5% | +487.2% | -377.8% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling