-35.7%
VG vs IQV
+24.6%
-60.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.7% | +3.9% |
| 7D | +3.8% | -2.6% | +6.4% | +4.0% |
| 30D | +7.2% | +6.2% | +1.0% | +6.4% |
| 3M | +22.8% | +38.0% | -15.2% | +16.7% |
| 6M | +33.2% | +43.9% | -10.7% | +25.2% |
| YTD | +124.8% | +14.0% | +110.8% | +124.0% |
| 1Y | +15.8% | +35.5% | -19.7% | +6.6% |
| All | -35.7% | +24.6% | -60.3% | -50.7% |
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 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