-99.6%
IQST vs VOO
+211.6%
-311.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.3% | -6.6% | -7.0% |
| 7D | -4.5% | +3.3% | -7.8% | -4.5% |
| 30D | -26.4% | -2.7% | -23.7% | -26.5% |
| 3M | -34.4% | -1.7% | -32.6% | -34.4% |
| 6M | -42.1% | +3.1% | -45.2% | -42.1% |
| YTD | -74.7% | +11.9% | -86.7% | -74.7% |
| 1Y | -84.8% | +12.1% | -96.9% | -84.8% |
| 3Y | -94.8% | +78.6% | -173.4% | -94.6% |
| 5Y | -98.5% | +73.8% | -172.3% | -98.5% |
| All | -99.6% | +211.6% | -311.3% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling