+601.8%
VEEV vs IQV
+510.8%
+91.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.1% |
| 7D | -7.1% | -2.6% | -4.5% | -5.8% |
| 30D | +11.1% | +6.2% | +4.9% | +7.6% |
| 3M | +55.5% | +38.0% | +17.6% | +30.3% |
| 6M | +33.4% | +43.9% | -10.6% | +8.6% |
| YTD | +16.8% | +14.0% | +2.8% | +6.8% |
| 1Y | -7.7% | +35.5% | -43.2% | -23.8% |
| 3Y | +18.4% | +20.3% | -2.0% | -0.1% |
| 5Y | -14.8% | -1.6% | -13.2% | -20.3% |
| 10Y | +546.5% | +233.4% | +313.1% | +197.8% |
| All | +601.8% | +510.8% | +91.0% | +138.9% |
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