-93.2%
IQST vs VT
+75.0%
-168.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -6.5% | +0.4% | -7.0% | -6.7% |
| 30D | -15.4% | +1.0% | -16.3% | -15.6% |
| 3M | -10.4% | +2.4% | -12.8% | -11.0% |
| 6M | -54.3% | +12.0% | -66.3% | -56.3% |
| YTD | -68.6% | +15.3% | -83.9% | -70.0% |
| 1Y | -84.7% | +22.6% | -107.3% | -85.4% |
| All | -93.2% | +75.0% | -168.1% | -91.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling