+154.1%
IQDF vs VOO
+315.3%
-161.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +0.9% | -0.4% | +1.3% | +1.2% |
| 30D | +2.1% | -1.4% | +3.5% | +3.2% |
| 3M | +7.2% | +3.7% | +3.5% | +4.3% |
| 6M | +14.4% | +13.0% | +1.3% | +4.5% |
| YTD | +20.9% | +12.4% | +8.5% | +10.9% |
| 1Y | +31.2% | +18.6% | +12.6% | +15.6% |
| 3Y | +93.2% | +78.1% | +15.2% | +24.4% |
| 5Y | +76.3% | +82.3% | -6.0% | +10.4% |
| 10Y | +154.1% | +322.5% | -168.5% | -21.0% |
| All | +154.1% | +315.3% | -161.2% | -21.0% |
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