+70.6%
VZ vs IQV
+252.3%
-181.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.7% |
| 7D | +2.4% | +4.8% | -2.4% | +1.8% |
| 30D | +11.2% | +5.9% | +5.3% | +10.4% |
| 3M | 0.0% | +13.7% | -13.7% | -1.7% |
| 6M | +1.3% | +54.0% | -52.7% | -4.4% |
| YTD | +21.3% | +22.1% | -0.8% | +17.4% |
| 1Y | +23.9% | +29.1% | -5.2% | +18.9% |
| 3Y | +57.7% | +40.4% | +17.3% | +45.9% |
| 5Y | +21.2% | +9.1% | +12.1% | +15.7% |
| 10Y | +70.6% | +251.2% | -180.7% | +31.9% |
| All | +70.6% | +252.3% | -181.7% | +31.9% |
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 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