+396.6%
VIAV vs IQV
+488.0%
-91.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.7% | -4.6% |
| 7D | +11.2% | -5.3% | +16.5% | +13.1% |
| 30D | -2.6% | +5.5% | -8.1% | -4.8% |
| 3M | -20.1% | +41.2% | -61.4% | -31.5% |
| 6M | +25.8% | +50.5% | -24.7% | +3.1% |
| YTD | +109.9% | +14.1% | +95.7% | +90.5% |
| 1Y | +214.3% | +39.9% | +174.3% | +159.2% |
| 3Y | +281.6% | +20.5% | +261.1% | +222.6% |
| 5Y | +132.6% | -1.2% | +133.8% | +111.5% |
| 10Y | +396.7% | +233.9% | +162.8% | +157.4% |
| All | +396.6% | +488.0% | -91.4% | +106.0% |
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