+588.9%
VRTX vs IQV
+492.3%
+96.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -1.9% |
| 7D | -3.4% | +0.3% | -3.8% | -3.6% |
| 30D | +6.6% | +8.6% | -2.0% | +3.2% |
| 3M | +19.4% | +41.1% | -21.7% | +3.1% |
| 6M | +15.8% | +48.6% | -32.7% | -3.1% |
| YTD | +16.7% | +15.0% | +1.7% | +7.6% |
| 1Y | +33.8% | +38.1% | -4.3% | +13.6% |
| 3Y | +54.2% | +21.4% | +32.8% | +31.8% |
| 5Y | +176.4% | -1.0% | +177.4% | +151.7% |
| 10Y | +443.5% | +233.0% | +210.6% | +115.3% |
| All | +588.9% | +492.3% | +96.5% | +127.6% |
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