+1,205.2%
VST vs IQV
+259.6%
+945.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +6.5% |
| 7D | -0.5% | +7.9% | -8.4% | -2.7% |
| 30D | -17.1% | +7.3% | -24.4% | -18.8% |
| 3M | -4.6% | +16.8% | -21.4% | -9.3% |
| 6M | -9.1% | +56.0% | -65.1% | -22.6% |
| YTD | -16.6% | +23.7% | -40.3% | -24.1% |
| 1Y | -29.5% | +32.5% | -62.0% | -37.6% |
| 3Y | +297.5% | +45.3% | +252.2% | +225.3% |
| 5Y | +654.5% | +10.7% | +643.8% | +571.8% |
| 10Y | +1,205.2% | +259.0% | +946.3% | +696.8% |
| All | +1,205.2% | +259.6% | +945.6% | +696.8% |
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