-98.0%
VIVK vs IQV
+47.3%
-145.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.5% | -6.0% |
| 7D | -7.9% | -2.6% | -5.3% | -6.8% |
| 30D | -42.0% | +6.2% | -48.2% | -43.4% |
| 3M | -92.5% | +38.0% | -130.5% | -93.2% |
| 6M | -98.0% | +43.9% | -141.9% | -98.2% |
| All | -98.0% | +47.3% | -145.3% | -98.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling