+217.1%
IQDY vs VOO
+513.6%
-296.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.2% |
| 7D | +1.2% | -0.4% | +1.6% | +1.5% |
| 30D | +1.5% | -1.4% | +2.9% | +2.7% |
| 3M | +6.5% | +3.7% | +2.8% | +3.5% |
| 6M | +16.5% | +13.0% | +3.4% | +5.8% |
| YTD | +22.0% | +12.4% | +9.5% | +11.3% |
| 1Y | +34.7% | +18.6% | +16.1% | +17.8% |
| 3Y | +100.3% | +78.1% | +22.2% | +25.7% |
| 5Y | +83.4% | +82.3% | +1.1% | +12.2% |
| 10Y | +194.8% | +322.5% | -127.7% | -7.7% |
| All | +217.1% | +513.6% | -296.5% | -17.8% |
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