-29.4%
VTRS vs IQV
+498.2%
-527.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.1% |
| 7D | -2.2% | -2.2% | 0.0% | -1.3% |
| 30D | +3.3% | +8.3% | -5.0% | 0.0% |
| 3M | +2.0% | +44.6% | -42.6% | -12.5% |
| 6M | +19.9% | +52.6% | -32.6% | -0.1% |
| YTD | +35.7% | +16.1% | +19.6% | +24.6% |
| 1Y | +68.1% | +37.3% | +30.8% | +43.4% |
| 3Y | +87.1% | +21.6% | +65.5% | +62.0% |
| 5Y | +47.6% | +0.5% | +47.2% | +35.1% |
| 10Y | -48.2% | +239.7% | -287.8% | -73.8% |
| All | -29.4% | +498.2% | -527.6% | -71.4% |
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