-94.7%
IQ vs VOO
+230.4%
-325.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -6.9% | -6.8% |
| 7D | -13.7% | +2.6% | -16.3% | -16.3% |
| 30D | -12.9% | -2.0% | -10.9% | -11.1% |
| 3M | -39.1% | -2.8% | -36.4% | -37.3% |
| 6M | -29.8% | +2.2% | -32.0% | -31.6% |
| YTD | -56.9% | +11.5% | -68.4% | -62.0% |
| 1Y | -60.8% | +13.5% | -74.2% | -66.1% |
| 3Y | -83.0% | +78.1% | -161.1% | -91.3% |
| 5Y | -90.9% | +73.1% | -164.0% | -95.0% |
| All | -94.7% | +230.4% | -325.0% | -98.4% |
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