-49.4%
VG vs IQV
+33.4%
-82.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +1.8% |
| 7D | -7.7% | +4.8% | -12.5% | -8.2% |
| 30D | -8.8% | +5.9% | -14.7% | -9.3% |
| 3M | -15.6% | +13.7% | -29.3% | -16.8% |
| 6M | +5.2% | +54.0% | -48.7% | -1.5% |
| YTD | +76.9% | +22.1% | +54.8% | +75.1% |
| 1Y | +42.5% | +29.1% | +13.4% | +36.9% |
| All | -49.4% | +33.4% | -82.8% | -61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling