-100.0%
VIVK vs IQV
+46.0%
-145.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.4% | -10.9% | -11.6% |
| 7D | -1.4% | +2.3% | -3.7% | -2.3% |
| 30D | -43.6% | +13.4% | -57.1% | -46.9% |
| 3M | -95.1% | +43.3% | -138.4% | -95.9% |
| 6M | -98.2% | +50.5% | -148.7% | -98.5% |
| YTD | -97.9% | +18.8% | -116.7% | -98.1% |
| 1Y | -100.0% | +45.5% | -145.4% | -100.0% |
| All | -100.0% | +46.0% | -145.9% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling