-94.0%
IQ vs VOO
+231.1%
-325.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | +6.1% | -2.0% | +8.1% | +8.6% |
| 30D | -30.6% | -1.7% | -28.9% | -29.2% |
| 3M | -9.0% | +4.7% | -13.8% | -13.6% |
| 6M | -33.5% | +12.6% | -46.1% | -41.9% |
| YTD | -51.2% | +11.8% | -63.0% | -57.0% |
| 1Y | -64.0% | +17.5% | -81.5% | -70.0% |
| 3Y | -79.8% | +77.0% | -156.7% | -89.5% |
| 5Y | -90.2% | +82.6% | -172.8% | -94.9% |
| All | -94.0% | +231.1% | -325.1% | -98.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling