+236.7%
IQV price history and return analytics
+229.8%
+6.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.7% |
| 7D | -2.2% | -1.1% | -1.1% | -0.9% |
| 30D | +8.3% | -1.0% | +9.3% | +9.6% |
| 3M | +44.6% | +3.2% | +41.4% | +38.3% |
| 6M | +52.6% | +12.5% | +40.1% | +30.7% |
| YTD | +16.1% | +14.1% | +2.1% | -1.9% |
| 1Y | +37.3% | +18.9% | +18.4% | +10.2% |
| 3Y | +21.6% | +74.1% | -52.5% | -38.3% |
| 5Y | +0.5% | +66.9% | -66.4% | -45.9% |
| All | +236.7% | +229.8% | +6.9% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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