+953.6%
VRT vs IQV
-1.9%
+955.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -9.3% |
| 7D | +2.4% | -2.6% | +5.0% | +3.5% |
| 30D | -2.7% | +6.2% | -8.9% | -5.3% |
| 3M | -9.2% | +38.0% | -47.2% | -23.5% |
| 6M | -0.5% | +43.9% | -44.4% | -19.5% |
| YTD | +62.3% | +14.0% | +48.3% | +47.6% |
| 1Y | +109.6% | +35.5% | +74.1% | +70.5% |
| 3Y | +573.1% | +20.3% | +552.7% | +448.4% |
| 5Y | +953.6% | -1.6% | +955.3% | +868.8% |
| All | +953.6% | -1.9% | +955.6% | +868.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling