+1,516.5%
VLO vs IQV
+492.3%
+1,024.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.2% | +6.5% | +4.5% |
| 7D | +5.8% | +0.3% | +5.4% | +5.5% |
| 30D | +28.3% | +8.6% | +19.7% | +24.1% |
| 3M | +48.7% | +41.1% | +7.6% | +27.8% |
| 6M | +71.9% | +48.6% | +23.4% | +42.6% |
| YTD | +138.7% | +15.0% | +123.7% | +117.8% |
| 1Y | +148.5% | +38.1% | +110.3% | +107.3% |
| 3Y | +192.7% | +21.4% | +171.3% | +144.6% |
| 5Y | +601.6% | -1.0% | +602.7% | +522.0% |
| 10Y | +900.2% | +233.0% | +667.2% | +359.7% |
| All | +1,516.5% | +492.3% | +1,024.1% | +515.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling