+337.9%
IQM vs VT
+143.0%
+195.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +2.8% | +0.4% | +2.4% | +2.2% |
| 30D | -2.3% | +1.0% | -3.3% | -3.5% |
| 3M | -12.1% | +2.4% | -14.5% | -13.8% |
| 6M | +14.6% | +12.0% | +2.6% | +0.6% |
| YTD | +21.7% | +15.3% | +6.4% | +3.1% |
| 1Y | +33.6% | +22.6% | +11.0% | +5.3% |
| 3Y | +123.2% | +74.7% | +48.5% | +17.5% |
| 5Y | +106.9% | +66.1% | +40.7% | +16.8% |
| All | +337.9% | +143.0% | +195.0% | +70.9% |
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