+19.3%
VCIT vs IQV
+22.2%
-2.9%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | -0.3% | +2.3% | -2.6% | -0.4% |
| 30D | -0.8% | +13.4% | -14.2% | -1.2% |
| 3M | -1.0% | +43.3% | -44.3% | -2.4% |
| 6M | -1.8% | +50.5% | -52.4% | -3.5% |
| YTD | -0.7% | +18.8% | -19.5% | -1.5% |
| 1Y | +1.0% | +45.5% | -44.5% | -0.8% |
| All | +19.3% | +22.2% | -2.9% | +16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling