+136.7%
IQI vs VT
+346.0%
-209.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | +1.9% | -2.3% | +4.2% | +2.4% |
| 30D | +7.3% | -5.0% | +12.3% | +8.6% |
| 3M | -5.9% | -4.9% | -1.1% | -4.8% |
| 6M | -2.9% | -1.5% | -1.4% | -2.6% |
| YTD | -1.0% | +8.5% | -9.5% | -3.0% |
| 1Y | -0.5% | +11.4% | -11.9% | -3.1% |
| 3Y | +33.7% | +70.1% | -36.3% | +17.3% |
| 5Y | -4.2% | +53.7% | -57.9% | -14.5% |
| 10Y | +26.1% | +220.0% | -193.8% | -6.3% |
| All | +136.7% | +346.0% | -209.3% | +45.9% |
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