-20.9%
VST vs IQV
+46.0%
-66.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +3.4% |
| 7D | +8.9% | +2.3% | +6.6% | +9.1% |
| 30D | +6.2% | +13.4% | -7.2% | +7.5% |
| 3M | -2.7% | +43.3% | -46.0% | -0.1% |
| 6M | -8.4% | +50.5% | -58.9% | -6.1% |
| YTD | -7.2% | +18.8% | -26.0% | -3.8% |
| 1Y | -20.9% | +45.5% | -66.4% | -16.9% |
| All | -20.9% | +46.0% | -66.9% | -16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling