+608.8%
VUG vs IQV
+505.9%
+102.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.1% |
| 7D | +2.5% | -2.5% | +5.0% | +3.5% |
| 30D | -6.3% | +1.2% | -7.5% | -6.8% |
| 3M | -6.0% | +9.8% | -15.8% | -9.7% |
| 6M | -3.5% | +53.8% | -57.3% | -20.4% |
| YTD | +3.9% | +17.6% | -13.7% | -5.6% |
| 1Y | +5.1% | +18.6% | -13.5% | -5.0% |
| 3Y | +77.9% | +36.9% | +41.0% | +43.5% |
| 5Y | +62.4% | +4.1% | +58.3% | +46.6% |
| 10Y | +399.4% | +243.7% | +155.7% | +169.0% |
| All | +608.8% | +505.9% | +102.9% | +225.9% |
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