+221.8%
VT vs IQV
+242.6%
-20.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.4% |
| 7D | +2.4% | -2.5% | +4.8% | +3.2% |
| 30D | -1.5% | +1.2% | -2.7% | -2.0% |
| 3M | -4.1% | +9.8% | -13.9% | -7.4% |
| 6M | +0.6% | +53.8% | -53.2% | -14.7% |
| YTD | +11.0% | +17.6% | -6.6% | +2.3% |
| 1Y | +13.3% | +18.6% | -5.2% | +4.0% |
| 3Y | +73.4% | +36.9% | +36.5% | +43.9% |
| 5Y | +57.4% | +4.1% | +53.3% | +43.4% |
| All | +221.8% | +242.6% | -20.8% | +88.4% |
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