+33.1%
IDEQ price history and return analytics
+28.0%
+5.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | -2.4% | -2.3% | -0.1% | +0.3% |
| 30D | -6.3% | -5.0% | -1.3% | -0.5% |
| 3M | -7.9% | -4.9% | -3.0% | -2.3% |
| 6M | -6.7% | -1.5% | -5.2% | -4.9% |
| YTD | +8.3% | +8.5% | -0.1% | -0.6% |
| 1Y | +14.6% | +11.4% | +3.2% | +2.5% |
| All | +33.1% | +28.0% | +5.1% | +6.4% |
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