+177.2%
VEA vs IQV
+488.0%
-310.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | -2.1% | -5.3% | +3.2% | -0.5% |
| 30D | -1.1% | +5.5% | -6.6% | -2.7% |
| 3M | +5.1% | +41.2% | -36.2% | -6.4% |
| 6M | +9.8% | +50.5% | -40.7% | -4.9% |
| YTD | +15.9% | +14.1% | +1.8% | +8.8% |
| 1Y | +24.6% | +39.9% | -15.4% | +8.8% |
| 3Y | +75.5% | +20.5% | +55.0% | +55.7% |
| 5Y | +59.4% | -1.2% | +60.6% | +48.8% |
| 10Y | +160.3% | +233.9% | -73.5% | +54.2% |
| All | +177.2% | +488.0% | -310.8% | +43.7% |
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