-94.3%
IQ vs VOO
+236.5%
-330.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.1% |
| 7D | -4.3% | +0.1% | -4.5% | -4.5% |
| 30D | -31.8% | +0.1% | -31.8% | -31.7% |
| 3M | -18.5% | +2.0% | -20.5% | -20.2% |
| 6M | -39.3% | +13.0% | -52.3% | -47.3% |
| YTD | -54.2% | +13.6% | -67.7% | -60.4% |
| 1Y | -67.5% | +20.1% | -87.6% | -73.6% |
| 3Y | -82.8% | +77.6% | -160.3% | -91.1% |
| 5Y | -91.2% | +82.4% | -173.6% | -95.4% |
| All | -94.3% | +236.5% | -330.8% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling