+80.1%
IQDY price history and return analytics
+65.7%
+14.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -1.4% | -1.1% | -0.3% | -0.2% |
| 30D | 0.0% | -1.0% | +1.0% | +1.0% |
| 3M | +3.3% | +3.2% | +0.1% | +0.2% |
| 6M | +15.1% | +12.5% | +2.6% | +2.7% |
| YTD | +21.1% | +14.1% | +7.0% | +6.7% |
| 1Y | +31.6% | +18.9% | +12.7% | +11.4% |
| 3Y | +96.6% | +74.1% | +22.6% | +14.5% |
| All | +80.1% | +65.7% | +14.4% | +7.9% |
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