+3.8%
VCIT vs IQV
+2.2%
+1.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | -0.3% | +2.3% | -2.6% | -0.5% |
| 30D | -0.8% | +13.4% | -14.2% | -1.4% |
| 3M | -1.0% | +43.3% | -44.3% | -3.1% |
| 6M | -1.8% | +50.5% | -52.4% | -4.3% |
| YTD | -0.7% | +18.8% | -19.5% | -1.9% |
| 1Y | +1.0% | +45.5% | -44.5% | -1.6% |
| 3Y | +18.8% | +19.4% | -0.5% | +16.5% |
| All | +3.8% | +2.2% | +1.6% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling