-100.0%
VIVK vs IQV
+25.1%
-125.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | +0.5% | -27.9% | -27.7% |
| 7D | -68.7% | -5.5% | -63.2% | -67.3% |
| 30D | -90.0% | -0.9% | -89.2% | -89.8% |
| 3M | -98.1% | +15.6% | -113.6% | -98.1% |
| 6M | -99.9% | +63.9% | -163.8% | -99.9% |
| YTD | -99.9% | +17.0% | -116.9% | -99.9% |
| 1Y | -100.0% | +25.0% | -125.0% | -100.0% |
| All | -100.0% | +25.1% | -125.1% | -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