+140.6%
IQDF vs VOO
+493.4%
-352.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | 0.0% |
| 7D | -2.0% | -2.7% | +0.7% | +0.1% |
| 30D | -4.1% | -5.4% | +1.3% | +0.2% |
| 3M | -5.5% | -4.1% | -1.4% | -2.3% |
| 6M | -2.3% | +0.7% | -3.1% | -2.8% |
| YTD | +11.6% | +8.7% | +2.9% | +4.7% |
| 1Y | +17.3% | +11.0% | +6.4% | +8.3% |
| 3Y | +78.4% | +75.5% | +2.9% | +13.6% |
| 5Y | +63.7% | +68.4% | -4.7% | +6.6% |
| 10Y | +141.4% | +315.7% | -174.3% | -30.6% |
| All | +140.6% | +493.4% | -352.8% | -49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling