+120.6%
VLO vs IQV
+25.1%
+95.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.5% | -6.2% | -5.7% |
| 7D | -6.0% | -5.5% | -0.5% | -6.1% |
| 30D | -12.9% | -0.9% | -12.0% | -12.9% |
| 3M | +18.3% | +15.6% | +2.7% | +18.6% |
| 6M | +46.4% | +63.9% | -17.5% | +45.7% |
| YTD | +127.7% | +17.0% | +110.7% | +119.5% |
| 1Y | +120.6% | +25.0% | +95.6% | +110.2% |
| All | +120.6% | +25.1% | +95.5% | +110.2% |
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 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