+18.7%
IQDF vs VOO
+12.4%
+6.3%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +0.2% |
| 7D | +0.5% | +0.1% | +0.5% | +0.4% |
| 30D | -1.6% | -3.3% | +1.7% | +1.8% |
| 3M | -3.8% | -2.4% | -1.4% | -1.4% |
| 6M | 0.0% | +2.6% | -2.6% | -2.7% |
| YTD | +14.6% | +11.3% | +3.3% | +2.5% |
| All | +18.7% | +12.4% | +6.3% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling