-67.4%
IQ vs VOO
+21.4%
-88.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.6% | +1.3% |
| 7D | -4.4% | +0.3% | -4.7% | -4.8% |
| 30D | -33.6% | +0.2% | -33.9% | -33.7% |
| 3M | -18.2% | +2.8% | -21.0% | -20.9% |
| 6M | -40.7% | +14.3% | -55.0% | -50.1% |
| YTD | -54.0% | +14.0% | -68.0% | -61.1% |
| All | -67.4% | +21.4% | -88.8% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling