+89.6%
VRT vs IQV
+41.8%
+47.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.7% |
| 7D | -8.4% | -2.2% | -6.1% | -8.6% |
| 30D | -10.9% | +8.3% | -19.2% | -10.2% |
| 3M | -13.7% | +44.6% | -58.3% | -12.7% |
| 6M | -4.1% | +52.6% | -56.7% | -4.4% |
| YTD | +58.7% | +16.1% | +42.6% | +71.5% |
| 1Y | +89.6% | +37.3% | +52.4% | +80.6% |
| All | +89.6% | +41.8% | +47.8% | +80.6% |
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