-59.9%
IQ vs VT
+12.5%
-72.4%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.7% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | -13.5% | -3.1% | -10.5% | -10.7% |
| 3M | -35.1% | -3.5% | -31.6% | -32.7% |
| 6M | -26.5% | +0.5% | -26.9% | -27.0% |
| YTD | -54.1% | +10.8% | -64.8% | -59.1% |
| 1Y | -59.9% | +11.9% | -71.8% | -64.5% |
| All | -59.9% | +12.5% | -72.4% | -64.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling