+1,002.6%
VST vs IQV
+242.4%
+760.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.6% | +7.9% | +9.8% |
| 7D | -9.8% | +1.7% | -11.5% | -10.2% |
| 30D | -25.1% | +5.3% | -30.5% | -26.3% |
| 3M | -11.6% | +17.0% | -28.5% | -16.0% |
| 6M | -20.9% | +54.0% | -75.0% | -32.4% |
| YTD | -22.3% | +20.6% | -42.9% | -28.7% |
| 1Y | -32.0% | +28.9% | -60.9% | -39.3% |
| 3Y | +262.4% | +37.0% | +225.4% | +203.1% |
| 5Y | +563.4% | +10.0% | +553.4% | +490.6% |
| 10Y | +1,120.7% | +274.5% | +846.2% | +673.6% |
| All | +1,002.6% | +242.4% | +760.1% | +538.6% |
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