-12.2%
VEEV vs IQV
-0.1%
-12.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.3% |
| 7D | -4.6% | -2.2% | -2.4% | -3.5% |
| 30D | +8.6% | +8.3% | +0.4% | +4.3% |
| 3M | +62.4% | +44.6% | +17.9% | +33.4% |
| 6M | +40.3% | +52.6% | -12.3% | +11.5% |
| YTD | +17.5% | +16.1% | +1.4% | +6.9% |
| 1Y | -6.1% | +37.3% | -43.4% | -22.7% |
| 3Y | +16.7% | +21.6% | -4.9% | -1.1% |
| All | -12.2% | -0.1% | -12.1% | -19.6% |
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