+473.2%
VLO vs IQV
+4.0%
+469.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.6% |
| 7D | +9.6% | -2.5% | +12.1% | +10.0% |
| 30D | -17.4% | +1.2% | -18.6% | -17.6% |
| 3M | +10.8% | +9.8% | +1.0% | +9.0% |
| 6M | +56.9% | +53.8% | +3.1% | +45.4% |
| YTD | +136.8% | +17.6% | +119.2% | +128.4% |
| 1Y | +120.7% | +18.6% | +102.1% | +112.4% |
| 3Y | +231.9% | +36.9% | +195.0% | +199.9% |
| All | +473.2% | +4.0% | +469.2% | +422.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling