-20.9%
VST vs IQV
+50.7%
-71.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.6% | +7.9% | +11.2% |
| 7D | -9.8% | +1.7% | -11.5% | -9.5% |
| 30D | -25.1% | +5.3% | -30.5% | -23.9% |
| 3M | -11.6% | +17.0% | -28.5% | -6.7% |
| 6M | -20.9% | +54.0% | -75.0% | -7.3% |
| All | -20.9% | +50.7% | -71.7% | -7.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling