+144.8%
VXUS vs IQV
+236.7%
-91.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -1.9% | -5.3% | +3.4% | -0.4% |
| 30D | -0.7% | +5.5% | -6.3% | -2.4% |
| 3M | +4.9% | +41.2% | -36.3% | -6.3% |
| 6M | +9.7% | +50.5% | -40.9% | -4.7% |
| YTD | +15.0% | +14.1% | +0.9% | +8.2% |
| 1Y | +22.4% | +39.9% | -17.5% | +7.2% |
| 3Y | +72.2% | +20.5% | +51.7% | +53.0% |
| 5Y | +52.6% | -1.2% | +53.8% | +42.8% |
| All | +144.8% | +236.7% | -91.9% | +49.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling