-1.2%
IQV price history and return analytics
+63.7%
-64.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.1% |
| 7D | -5.3% | -2.0% | -3.3% | -3.0% |
| 30D | +5.5% | -1.4% | +6.9% | +7.3% |
| 3M | +41.2% | +4.7% | +36.5% | +32.7% |
| 6M | +50.5% | +11.4% | +39.2% | +30.7% |
| YTD | +14.1% | +13.1% | +1.1% | -2.5% |
| 1Y | +39.9% | +19.0% | +20.9% | +12.2% |
| 3Y | +20.5% | +73.9% | -53.4% | -39.3% |
| 5Y | -1.2% | +65.4% | -66.6% | -48.0% |
| All | -1.2% | +63.7% | -64.9% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling