+456.0%
VTI vs IQV
+488.0%
-32.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -2.0% | -5.3% | +3.3% | -0.1% |
| 30D | -1.9% | +5.5% | -7.5% | -3.9% |
| 3M | +4.5% | +41.2% | -36.7% | -8.9% |
| 6M | +12.6% | +50.5% | -37.9% | -5.1% |
| YTD | +12.0% | +14.1% | -2.2% | +3.9% |
| 1Y | +17.3% | +39.9% | -22.6% | -0.1% |
| 3Y | +75.3% | +20.5% | +54.8% | +52.1% |
| 5Y | +74.0% | -1.2% | +75.2% | +61.0% |
| 10Y | +300.0% | +233.9% | +66.2% | +124.5% |
| All | +456.0% | +488.0% | -32.0% | +168.1% |
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