+491.5%
VOO vs IQV
+492.3%
-0.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.6% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | -0.9% | +8.6% | -9.5% | -3.9% |
| 3M | +3.9% | +41.1% | -37.2% | -9.1% |
| 6M | +14.5% | +48.6% | -34.0% | -2.5% |
| YTD | +13.0% | +15.0% | -2.0% | +4.7% |
| 1Y | +19.4% | +38.1% | -18.7% | +2.6% |
| 3Y | +78.9% | +21.4% | +57.5% | +55.3% |
| 5Y | +82.3% | -1.0% | +83.3% | +68.8% |
| 10Y | +314.2% | +233.0% | +81.3% | +135.2% |
| All | +491.5% | +492.3% | -0.9% | +190.2% |
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 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