-93.8%
IQ vs VT
+147.3%
-241.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.2% |
| 7D | +16.2% | -2.3% | +18.5% | +20.0% |
| 30D | -5.4% | -5.0% | -0.5% | +1.4% |
| 3M | -25.6% | -4.9% | -20.7% | -20.4% |
| 6M | -22.0% | -1.5% | -20.4% | -20.5% |
| YTD | -50.0% | +8.5% | -58.5% | -55.7% |
| 1Y | -55.6% | +11.4% | -66.9% | -62.1% |
| 3Y | -80.5% | +70.1% | -150.6% | -90.6% |
| 5Y | -88.2% | +53.7% | -141.9% | -93.2% |
| All | -93.8% | +147.3% | -241.1% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling