+924.9%
VLO vs IQV
+242.6%
+682.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.6% |
| 7D | +5.3% | -2.2% | +7.6% | +6.2% |
| 30D | +18.2% | +8.3% | +9.9% | +14.4% |
| 3M | +53.3% | +44.6% | +8.8% | +30.5% |
| 6M | +70.4% | +52.6% | +17.9% | +40.0% |
| YTD | +143.4% | +16.1% | +127.3% | +121.5% |
| 1Y | +153.0% | +37.3% | +115.7% | +111.8% |
| 3Y | +195.0% | +21.6% | +173.4% | +146.2% |
| 5Y | +618.8% | +0.5% | +618.3% | +534.3% |
| All | +924.9% | +242.6% | +682.3% | +363.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling