-90.5%
IQ vs VOO
+81.6%
-172.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.5% |
| 7D | +8.5% | -0.4% | +8.8% | +9.1% |
| 30D | -31.4% | -1.4% | -30.0% | -29.8% |
| 3M | -10.3% | +3.7% | -14.0% | -15.2% |
| 6M | -30.4% | +13.0% | -43.4% | -42.6% |
| YTD | -51.4% | +12.4% | -63.8% | -59.6% |
| 1Y | -66.6% | +18.6% | -85.2% | -74.5% |
| 3Y | -79.8% | +78.1% | -157.9% | -92.6% |
| 5Y | -90.5% | +82.3% | -172.7% | -96.2% |
| All | -90.5% | +81.6% | -172.0% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling