+115.7%
IQDG vs VT
+232.5%
-116.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | -0.8% | -2.3% | +1.5% | +1.2% |
| 30D | -0.1% | -5.0% | +4.8% | +4.5% |
| 3M | -6.1% | -4.9% | -1.2% | -1.8% |
| 6M | -1.8% | -1.5% | -0.2% | -0.5% |
| YTD | +2.6% | +8.5% | -5.9% | -4.6% |
| 1Y | +8.3% | +11.4% | -3.1% | -1.6% |
| 3Y | +39.0% | +70.1% | -31.1% | -13.4% |
| 5Y | +19.3% | +53.7% | -34.4% | -19.0% |
| 10Y | +120.6% | +220.0% | -99.3% | -16.4% |
| All | +115.7% | +232.5% | -116.8% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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