+1,354.7%
VGT vs IQV
+498.2%
+856.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.5% |
| 7D | -0.2% | -2.2% | +2.1% | +0.8% |
| 30D | -0.4% | +8.3% | -8.7% | -3.9% |
| 3M | +4.4% | +44.6% | -40.1% | -12.5% |
| 6M | +32.1% | +52.6% | -20.5% | +7.0% |
| YTD | +28.8% | +16.1% | +12.6% | +16.7% |
| 1Y | +35.3% | +37.3% | -1.9% | +12.8% |
| 3Y | +124.8% | +21.6% | +103.2% | +89.2% |
| 5Y | +137.9% | +0.5% | +137.4% | +116.9% |
| 10Y | +814.2% | +239.7% | +574.6% | +376.5% |
| All | +1,354.7% | +498.2% | +856.6% | +553.3% |
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