+98.3%
VWO vs IQV
+498.2%
-399.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | +0.2% |
| 7D | -1.8% | -2.2% | +0.5% | -1.2% |
| 30D | -0.1% | +8.3% | -8.4% | -2.5% |
| 3M | +2.2% | +44.6% | -42.3% | -9.2% |
| 6M | +8.8% | +52.6% | -43.8% | -5.6% |
| YTD | +12.4% | +16.1% | -3.7% | +5.2% |
| 1Y | +15.6% | +37.3% | -21.7% | +2.2% |
| 3Y | +62.5% | +21.6% | +41.0% | +44.2% |
| 5Y | +34.3% | +0.5% | +33.8% | +24.6% |
| 10Y | +114.8% | +239.7% | -124.9% | +22.9% |
| All | +98.3% | +498.2% | -399.9% | -1.9% |
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