-93.9%
IQ price history and return analytics
+160.0%
-253.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.4% |
| 7D | +8.2% | -1.1% | +9.3% | +9.8% |
| 30D | -28.4% | -1.0% | -27.4% | -27.4% |
| 3M | -7.6% | +3.2% | -10.7% | -11.4% |
| 6M | -29.5% | +12.5% | -42.0% | -40.4% |
| YTD | -50.4% | +14.1% | -64.5% | -58.9% |
| 1Y | -63.7% | +18.9% | -82.6% | -71.6% |
| 3Y | -79.7% | +74.1% | -153.8% | -90.5% |
| 5Y | -90.1% | +66.9% | -156.9% | -94.8% |
| All | -93.9% | +160.0% | -253.9% | -97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling