+75.4%
VEA vs IQV
+22.1%
+53.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | +0.8% |
| 7D | -1.5% | -2.2% | +0.8% | -1.1% |
| 30D | -0.8% | +8.3% | -9.1% | -2.0% |
| 3M | +2.5% | +44.6% | -42.1% | -3.6% |
| 6M | +11.1% | +52.6% | -41.4% | +3.2% |
| YTD | +17.2% | +16.1% | +1.0% | +13.9% |
| 1Y | +24.5% | +37.3% | -12.8% | +16.9% |
| 3Y | +75.4% | +21.6% | +53.9% | +63.8% |
| All | +75.4% | +22.1% | +53.4% | +63.8% |
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