+143.6%
VLO vs IQV
+46.0%
+97.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | +5.2% | +2.3% | +2.9% | +5.3% |
| 30D | +22.6% | +13.4% | +9.2% | +22.9% |
| 3M | +43.8% | +43.3% | +0.5% | +43.8% |
| 6M | +65.7% | +50.5% | +15.2% | +65.6% |
| YTD | +131.1% | +18.8% | +112.3% | +127.2% |
| 1Y | +143.6% | +45.5% | +98.2% | +142.5% |
| All | +143.6% | +46.0% | +97.7% | +142.5% |
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