-66.6%
IQ price history and return analytics
+20.4%
-87.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.5% | -4.4% |
| 7D | +8.5% | -0.1% | +8.6% | +8.6% |
| 30D | -31.4% | -0.7% | -30.7% | -30.8% |
| 3M | -10.3% | +4.0% | -14.3% | -14.1% |
| 6M | -30.4% | +12.3% | -42.7% | -39.3% |
| YTD | -51.4% | +14.0% | -65.4% | -58.3% |
| 1Y | -66.6% | +20.3% | -86.9% | -71.1% |
| All | -66.6% | +20.4% | -87.0% | -71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling