-94.3%
IQ vs VOO
+231.6%
-325.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.3% | -7.1% | -7.1% |
| 7D | -0.9% | +3.3% | -4.2% | -4.5% |
| 30D | -10.0% | -2.7% | -7.3% | -7.3% |
| 3M | -32.9% | -1.7% | -31.1% | -31.7% |
| 6M | -22.3% | +3.1% | -25.5% | -25.1% |
| YTD | -53.5% | +11.9% | -65.4% | -59.2% |
| 1Y | -58.7% | +12.1% | -70.7% | -63.8% |
| 3Y | -81.5% | +78.6% | -160.1% | -90.5% |
| 5Y | -90.2% | +73.8% | -164.0% | -94.6% |
| All | -94.3% | +231.6% | -325.9% | -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