+1,934.0%
VRT vs IQV
+117.4%
+1,816.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -2.6% |
| 7D | +10.5% | -2.5% | +13.0% | +11.9% |
| 30D | -9.3% | +1.2% | -10.5% | -9.7% |
| 3M | -29.6% | +9.8% | -39.4% | -32.9% |
| 6M | -45.4% | +53.8% | -99.2% | -57.6% |
| YTD | +24.8% | +17.6% | +7.2% | +9.2% |
| 1Y | +23.6% | +18.6% | +5.0% | +7.7% |
| 3Y | +379.7% | +36.9% | +342.8% | +258.1% |
| 5Y | +660.3% | +4.1% | +656.2% | +577.7% |
| All | +1,934.0% | +117.4% | +1,816.5% | +1,051.7% |
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