-28.5%
VST vs IQV
+30.8%
-59.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +7.5% |
| 7D | -0.5% | +7.9% | -8.4% | +0.2% |
| 30D | -17.1% | +7.3% | -24.4% | -16.5% |
| 3M | -4.6% | +16.8% | -21.4% | -3.1% |
| 6M | -9.1% | +56.0% | -65.1% | -5.6% |
| YTD | -16.6% | +23.7% | -40.3% | -12.3% |
| All | -28.5% | +30.8% | -59.2% | -22.2% |
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