-30.6%
VRSK vs IQV
+46.0%
-76.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.1% |
| 7D | -3.1% | +2.3% | -5.4% | -3.7% |
| 30D | -1.6% | +13.4% | -15.0% | -5.1% |
| 3M | +3.5% | +43.3% | -39.8% | -6.8% |
| 6M | -13.4% | +50.5% | -63.9% | -23.0% |
| YTD | -16.5% | +18.8% | -35.3% | -20.4% |
| 1Y | -30.6% | +45.5% | -76.0% | -35.4% |
| All | -30.6% | +46.0% | -76.5% | -35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling