+341.9%
IQM vs VOO
+175.6%
+166.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +0.7% |
| 7D | +0.9% | -0.8% | +1.7% | +1.9% |
| 30D | -3.7% | -1.1% | -2.7% | -2.4% |
| 3M | -6.9% | +3.9% | -10.8% | -10.7% |
| 6M | +15.3% | +13.6% | +1.7% | 0.0% |
| YTD | +22.8% | +12.7% | +10.1% | +7.8% |
| 1Y | +29.0% | +17.6% | +11.4% | +8.2% |
| 3Y | +131.7% | +77.3% | +54.4% | +24.9% |
| 5Y | +111.2% | +84.1% | +27.0% | +11.6% |
| All | +341.9% | +175.6% | +166.3% | +61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling