+7.5%
IQMX vs VT
+34.2%
-26.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.0% | +0.4% | +1.5% | +1.8% |
| 30D | +17.3% | +1.0% | +16.3% | +16.8% |
| 3M | -5.8% | +2.4% | -8.2% | -6.8% |
| 6M | +1.7% | +12.0% | -10.3% | -0.5% |
| YTD | +5.7% | +15.3% | -9.7% | +3.3% |
| 1Y | +6.7% | +22.6% | -15.9% | +4.2% |
| All | +7.5% | +34.2% | -26.7% | +5.5% |
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