-84.8%
IQST vs VOO
+17.3%
-102.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +8.1% |
| 7D | +6.0% | -2.0% | +8.0% | +8.5% |
| 30D | -17.9% | -1.7% | -16.2% | -16.3% |
| 3M | -14.2% | +4.7% | -19.0% | -21.3% |
| 6M | -48.7% | +12.6% | -61.3% | -60.4% |
| YTD | -66.7% | +11.8% | -78.5% | -73.9% |
| 1Y | -84.8% | +17.5% | -102.4% | -89.3% |
| All | -84.8% | +17.3% | -102.1% | -89.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling