+75.8%
VZ vs IQV
+537.2%
-461.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.5% |
| 7D | +2.2% | +7.9% | -5.7% | +1.3% |
| 30D | +10.6% | +7.3% | +3.3% | +9.5% |
| 3M | -0.6% | +16.8% | -17.4% | -2.7% |
| 6M | +0.7% | +56.0% | -55.3% | -5.2% |
| YTD | +20.6% | +23.7% | -3.1% | +16.3% |
| 1Y | +22.7% | +32.5% | -9.8% | +17.1% |
| 3Y | +57.2% | +45.3% | +11.9% | +44.6% |
| 5Y | +21.4% | +10.7% | +10.6% | +15.4% |
| 10Y | +65.5% | +259.0% | -193.5% | +25.6% |
| All | +75.8% | +537.2% | -461.4% | +19.8% |
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