+2,723.0%
VRT vs IQV
+119.6%
+2,603.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +5.0% |
| 7D | +9.1% | +2.3% | +6.8% | +8.0% |
| 30D | +0.9% | +13.4% | -12.5% | -5.1% |
| 3M | -13.4% | +43.3% | -56.7% | -29.5% |
| 6M | +11.7% | +50.5% | -38.8% | -13.1% |
| YTD | +73.2% | +18.8% | +54.4% | +51.2% |
| 1Y | +123.4% | +45.5% | +78.0% | +72.3% |
| 3Y | +606.2% | +19.4% | +586.8% | +477.9% |
| 5Y | +899.9% | +1.7% | +898.2% | +803.3% |
| All | +2,723.0% | +119.6% | +2,603.4% | +1,494.2% |
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