+143.7%
IQDF vs VOO
+317.9%
-174.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +0.9% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | -1.6% | -3.3% | +1.7% | +0.9% |
| 3M | -3.8% | -2.4% | -1.4% | -2.0% |
| 6M | 0.0% | +2.6% | -2.6% | -1.8% |
| YTD | +14.6% | +11.3% | +3.3% | +6.0% |
| 1Y | +19.9% | +13.4% | +6.5% | +9.3% |
| 3Y | +85.1% | +80.3% | +4.8% | +18.2% |
| 5Y | +67.8% | +72.7% | -4.9% | +9.8% |
| 10Y | +143.7% | +310.0% | -166.3% | -22.1% |
| All | +143.7% | +317.9% | -174.2% | -22.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling