+26.8%
IQI price history and return analytics
+229.8%
-203.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | -1.0% | -1.1% | +0.1% | -0.7% |
| 30D | -2.5% | -1.0% | -1.6% | -2.3% |
| 3M | +0.1% | +3.2% | -3.0% | -0.8% |
| 6M | +1.3% | +12.5% | -11.2% | -2.2% |
| YTD | +4.0% | +14.1% | -10.1% | 0.0% |
| 1Y | +7.3% | +18.9% | -11.6% | +1.8% |
| 3Y | +36.1% | +74.1% | -38.0% | +15.2% |
| 5Y | -2.4% | +66.9% | -69.2% | -16.9% |
| All | +26.8% | +229.8% | -203.0% | -16.1% |
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 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