+404.6%
VIAV vs IQV
+242.6%
+162.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.0% |
| 7D | +11.2% | -2.2% | +13.4% | +11.9% |
| 30D | -10.1% | +8.3% | -18.4% | -12.9% |
| 3M | -22.9% | +44.6% | -67.4% | -34.5% |
| 6M | +28.8% | +52.6% | -23.8% | +4.8% |
| YTD | +117.5% | +16.1% | +101.3% | +96.4% |
| 1Y | +216.1% | +37.3% | +178.8% | +162.8% |
| 3Y | +292.2% | +21.6% | +270.6% | +230.2% |
| 5Y | +141.0% | +0.5% | +140.5% | +118.4% |
| All | +404.6% | +242.6% | +162.0% | +142.2% |
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