+193.8%
VLO vs IQV
+19.8%
+174.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | +6.2% | -2.6% | +8.8% | +6.5% |
| 30D | +23.5% | +6.2% | +17.3% | +22.6% |
| 3M | +53.9% | +38.0% | +15.9% | +47.4% |
| 6M | +81.7% | +43.9% | +37.7% | +72.5% |
| YTD | +142.5% | +14.0% | +128.5% | +137.3% |
| 1Y | +145.4% | +35.5% | +109.9% | +132.2% |
| All | +193.8% | +19.8% | +174.0% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling