+379.7%
VRT vs IQV
+36.2%
+343.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -3.2% |
| 7D | +10.5% | -2.5% | +13.0% | +11.0% |
| 30D | -9.3% | +1.2% | -10.5% | -9.4% |
| 3M | -29.6% | +9.8% | -39.4% | -30.7% |
| 6M | -45.4% | +53.8% | -99.2% | -50.7% |
| YTD | +24.8% | +17.6% | +7.2% | +21.7% |
| 1Y | +23.6% | +18.6% | +5.0% | +20.2% |
| 3Y | +379.7% | +36.9% | +342.8% | +340.6% |
| All | +379.7% | +36.2% | +343.5% | +340.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling