+161.6%
IQDF vs VOO
+519.9%
-358.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +2.5% | +0.1% | +2.4% | +2.4% |
| 3M | +5.0% | +2.0% | +2.9% | +3.4% |
| 6M | +12.7% | +13.0% | -0.4% | +2.5% |
| YTD | +21.4% | +13.6% | +7.8% | +10.0% |
| 1Y | +33.1% | +20.1% | +13.0% | +15.4% |
| 3Y | +92.6% | +77.6% | +15.0% | +21.4% |
| 5Y | +74.9% | +82.4% | -7.6% | +6.7% |
| 10Y | +151.9% | +316.8% | -165.0% | -27.1% |
| All | +161.6% | +519.9% | -358.3% | -46.6% |
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