+426.7%
VRTX vs IQV
+242.6%
+184.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -0.5% |
| 7D | -5.6% | -2.2% | -3.4% | -4.8% |
| 30D | -2.0% | +8.3% | -10.3% | -4.7% |
| 3M | +15.8% | +44.6% | -28.8% | +0.7% |
| 6M | +4.7% | +52.6% | -47.9% | -11.4% |
| YTD | +13.7% | +16.1% | -2.4% | +5.6% |
| 1Y | +29.7% | +37.3% | -7.6% | +12.5% |
| 3Y | +48.4% | +21.6% | +26.9% | +29.6% |
| 5Y | +173.3% | +0.5% | +172.9% | +151.8% |
| All | +426.7% | +242.6% | +184.1% | +106.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling