+88.4%
IQI vs VOO
+812.0%
-723.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | -0.3% | -0.9% | +0.7% | -0.1% |
| 3M | +3.3% | +3.9% | -0.6% | +2.5% |
| 6M | +3.1% | +14.5% | -11.4% | +0.4% |
| YTD | +5.5% | +13.0% | -7.4% | +3.0% |
| 1Y | +10.8% | +19.4% | -8.6% | +7.0% |
| 3Y | +37.7% | +78.9% | -41.1% | +22.8% |
| 5Y | -0.8% | +82.3% | -83.0% | -12.3% |
| 10Y | +25.5% | +314.2% | -288.7% | -1.9% |
| All | +88.4% | +812.0% | -723.5% | +40.0% |
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