-98.0%
IQST vs VT
+66.2%
-164.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.8% |
| 3M | -10.4% | +2.4% | -12.8% | -11.6% |
| 6M | -54.3% | +12.0% | -66.3% | -57.0% |
| YTD | -68.6% | +15.3% | -83.9% | -70.8% |
| 1Y | -84.7% | +22.6% | -107.3% | -86.1% |
| 3Y | -93.5% | +74.7% | -168.2% | -95.1% |
| All | -98.0% | +66.2% | -164.2% | -98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling