+94.9%
VICI vs IQV
+165.7%
-70.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.3% |
| 7D | -2.3% | -2.2% | -0.1% | -1.5% |
| 30D | -4.8% | +8.3% | -13.1% | -7.7% |
| 3M | -10.1% | +44.6% | -54.7% | -22.8% |
| 6M | -9.7% | +52.6% | -62.3% | -25.1% |
| YTD | -8.8% | +16.1% | -24.9% | -16.4% |
| 1Y | -20.2% | +37.3% | -57.5% | -32.6% |
| 3Y | -5.8% | +21.6% | -27.4% | -20.2% |
| 5Y | +9.5% | +0.5% | +9.0% | -0.5% |
| All | +94.9% | +165.7% | -70.8% | +9.8% |
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