+510.3%
IQV price history and return analytics
+290.1%
+220.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.2% |
| 7D | -2.6% | -0.1% | -2.5% | -2.4% |
| 30D | +6.2% | -0.7% | +6.9% | +7.0% |
| 3M | +38.0% | +4.0% | +34.0% | +31.1% |
| 6M | +43.9% | +12.3% | +31.6% | +24.9% |
| YTD | +14.0% | +14.0% | 0.0% | -2.5% |
| 1Y | +35.5% | +20.3% | +15.2% | +9.1% |
| 3Y | +20.3% | +75.4% | -55.1% | -36.2% |
| 5Y | -1.6% | +66.0% | -67.6% | -44.1% |
| 10Y | +233.4% | +228.2% | +5.2% | -1.4% |
| All | +510.3% | +290.1% | +220.2% | +65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling