-94.3%
IQ price history and return analytics
+162.9%
-257.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.3% | +0.4% | -4.8% | -4.9% |
| 30D | -31.8% | +1.0% | -32.8% | -32.6% |
| 3M | -18.5% | +2.4% | -20.9% | -21.1% |
| 6M | -39.3% | +12.0% | -51.3% | -48.4% |
| YTD | -54.2% | +15.3% | -69.5% | -62.6% |
| 1Y | -67.5% | +22.6% | -90.1% | -75.7% |
| 3Y | -82.8% | +74.7% | -157.4% | -92.0% |
| 5Y | -91.2% | +66.1% | -157.3% | -95.4% |
| All | -94.3% | +162.9% | -257.2% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling