+87.1%
VTRS vs IQV
+22.1%
+65.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | -2.2% | -2.2% | 0.0% | -1.6% |
| 30D | +3.3% | +8.3% | -5.0% | +0.9% |
| 3M | +2.0% | +44.6% | -42.6% | -8.9% |
| 6M | +19.9% | +52.6% | -32.6% | +4.8% |
| YTD | +35.7% | +16.1% | +19.6% | +28.6% |
| 1Y | +68.1% | +37.3% | +30.8% | +49.4% |
| 3Y | +87.1% | +21.6% | +65.5% | +60.2% |
| All | +87.1% | +22.1% | +65.0% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling