+57.9%
VT vs IQV
+6.5%
+51.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +2.9% | +2.4% | +0.5% | +2.3% |
| 30D | -2.5% | +4.0% | -6.5% | -3.5% |
| 3M | -3.3% | +12.2% | -15.5% | -6.3% |
| 6M | +1.5% | +54.9% | -53.3% | -10.5% |
| YTD | +11.4% | +20.3% | -8.9% | +4.6% |
| 1Y | +11.9% | +22.7% | -10.8% | +4.3% |
| 3Y | +73.9% | +38.3% | +35.5% | +49.8% |
| 5Y | +57.9% | +6.5% | +51.4% | +45.1% |
| All | +57.9% | +6.5% | +51.4% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling