+272.7%
VT vs IQV
+521.2%
-248.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.6% |
| 7D | -2.3% | +1.7% | -4.0% | -2.9% |
| 30D | -5.0% | +5.3% | -10.3% | -6.7% |
| 3M | -4.9% | +17.0% | -21.8% | -10.0% |
| 6M | -1.5% | +54.0% | -55.6% | -16.3% |
| YTD | +8.5% | +20.6% | -12.1% | -0.9% |
| 1Y | +11.4% | +28.9% | -17.5% | -0.8% |
| 3Y | +70.1% | +37.0% | +33.1% | +42.0% |
| 5Y | +53.7% | +10.0% | +43.8% | +37.1% |
| 10Y | +220.0% | +274.5% | -54.5% | +76.4% |
| All | +272.7% | +521.2% | -248.5% | +81.1% |
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 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