-90.5%
IQ price history and return analytics
+57.0%
-147.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.3% | -7.0% | -6.7% |
| 7D | -13.7% | +2.4% | -16.1% | -17.6% |
| 30D | -12.9% | -1.5% | -11.4% | -10.9% |
| 3M | -39.1% | -4.1% | -35.0% | -34.4% |
| 6M | -29.8% | +0.6% | -30.4% | -31.4% |
| YTD | -56.9% | +11.0% | -67.9% | -65.7% |
| 1Y | -60.8% | +13.3% | -74.1% | -70.1% |
| 3Y | -83.0% | +73.4% | -156.4% | -94.9% |
| All | -90.5% | +57.0% | -147.5% | -95.7% |
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