-38.0%
VG vs IQV
+25.7%
-63.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +2.5% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | +11.1% | +8.6% | +2.5% | +10.0% |
| 3M | +14.9% | +41.1% | -26.2% | +8.8% |
| 6M | +18.4% | +48.6% | -30.2% | +10.2% |
| YTD | +116.6% | +15.0% | +101.6% | +115.6% |
| 1Y | +9.4% | +38.1% | -28.7% | +0.1% |
| All | -38.0% | +25.7% | -63.7% | -52.5% |
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