+145.2%
VXUS vs IQV
+505.9%
-360.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.6% |
| 7D | +2.1% | -2.5% | +4.6% | +2.9% |
| 30D | -1.1% | +1.2% | -2.3% | -1.6% |
| 3M | -5.6% | +9.8% | -15.4% | -8.4% |
| 6M | -2.3% | +53.8% | -56.1% | -15.4% |
| YTD | +10.4% | +17.6% | -7.3% | +2.6% |
| 1Y | +13.1% | +18.6% | -5.5% | +4.8% |
| 3Y | +68.0% | +36.9% | +31.1% | +42.9% |
| 5Y | +45.8% | +4.1% | +41.7% | +33.8% |
| 10Y | +144.7% | +243.7% | -99.0% | +43.5% |
| All | +145.2% | +505.9% | -360.6% | +26.1% |
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