+96.3%
VTR vs IQV
+242.6%
-146.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.1% |
| 7D | -0.3% | -2.2% | +1.9% | +0.5% |
| 30D | +1.1% | +8.3% | -7.2% | -1.9% |
| 3M | +7.9% | +44.6% | -36.7% | -6.7% |
| 6M | +6.2% | +52.6% | -46.4% | -11.3% |
| YTD | +17.7% | +16.1% | +1.6% | +8.1% |
| 1Y | +32.9% | +37.3% | -4.4% | +12.6% |
| 3Y | +129.7% | +21.6% | +108.1% | +94.7% |
| 5Y | +89.3% | +0.5% | +88.8% | +71.1% |
| All | +96.3% | +242.6% | -146.3% | +11.5% |
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