+89.7%
VTRS vs IQV
+25.1%
+64.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | +2.4% | -5.5% | +7.9% | +3.3% |
| 30D | +9.1% | -0.9% | +9.9% | +9.1% |
| 3M | +9.4% | +15.6% | -6.2% | +7.0% |
| 6M | +28.3% | +63.9% | -35.6% | +19.3% |
| YTD | +58.0% | +17.0% | +41.0% | +53.9% |
| 1Y | +89.7% | +25.0% | +64.7% | +72.6% |
| All | +89.7% | +25.1% | +64.6% | +72.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling