+1.8%
IQMX vs VOO
+30.9%
-29.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -5.3% | -2.0% | -3.3% | -4.3% |
| 30D | +11.6% | -1.7% | +13.3% | +12.6% |
| 3M | -5.5% | +4.7% | -10.3% | -6.4% |
| 6M | -2.7% | +12.6% | -15.2% | -3.9% |
| YTD | +0.1% | +11.8% | -11.7% | -1.2% |
| 1Y | +1.1% | +17.5% | -16.5% | -0.2% |
| All | +1.8% | +30.9% | -29.1% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling