+177.1%
VRTX vs IQV
-1.9%
+179.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.3% |
| 7D | -6.4% | -2.6% | -3.8% | -5.8% |
| 30D | -0.5% | +6.2% | -6.7% | -1.9% |
| 3M | +16.9% | +38.0% | -21.1% | +8.2% |
| 6M | +13.1% | +43.9% | -30.9% | +3.1% |
| YTD | +14.9% | +14.0% | +0.9% | +10.5% |
| 1Y | +31.4% | +35.5% | -4.1% | +20.9% |
| 3Y | +51.9% | +20.3% | +31.6% | +40.6% |
| 5Y | +177.1% | -1.6% | +178.7% | +161.1% |
| All | +177.1% | -1.9% | +179.0% | +161.1% |
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