-99.6%
IQST vs VOO
+210.5%
-310.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -10.0% | +2.6% | -12.6% | -10.0% |
| 30D | -22.2% | -2.0% | -20.2% | -22.2% |
| 3M | -38.3% | -2.8% | -35.5% | -38.3% |
| 6M | -42.2% | +2.2% | -44.4% | -42.2% |
| YTD | -75.0% | +11.5% | -86.5% | -75.0% |
| 1Y | -83.8% | +13.5% | -97.3% | -83.7% |
| 3Y | -94.8% | +78.1% | -172.9% | -94.6% |
| 5Y | -98.5% | +73.1% | -171.6% | -98.5% |
| All | -99.6% | +210.5% | -310.1% | -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