+25.3%
VZ vs IQV
+1.3%
+23.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.8% |
| 7D | +0.1% | +2.3% | -2.2% | -0.1% |
| 30D | +7.9% | +13.4% | -5.5% | +6.9% |
| 3M | +13.6% | +43.3% | -29.6% | +10.7% |
| 6M | +1.1% | +50.5% | -49.4% | -2.1% |
| YTD | +29.3% | +18.8% | +10.5% | +27.6% |
| 1Y | +21.2% | +45.5% | -24.2% | +16.6% |
| 3Y | +75.9% | +19.4% | +56.5% | +70.8% |
| All | +25.3% | +1.3% | +23.9% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling