-78.7%
IQ vs VOO
+79.1%
-157.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.6% | +12.4% | +12.5% |
| 7D | +8.8% | +0.5% | +8.3% | +8.0% |
| 30D | -26.0% | -0.9% | -25.1% | -25.1% |
| 3M | -6.3% | +3.9% | -10.2% | -10.3% |
| 6M | -31.7% | +14.5% | -46.2% | -41.9% |
| YTD | -48.7% | +13.0% | -61.7% | -55.6% |
| 1Y | -63.8% | +19.4% | -83.3% | -70.6% |
| 3Y | -78.7% | +78.9% | -157.6% | -89.0% |
| All | -78.7% | +79.1% | -157.9% | -89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling