+168.4%
IQLT price history and return analytics
+224.4%
-55.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.7% |
| 7D | -1.2% | -0.7% | -0.5% | -0.7% |
| 30D | +2.0% | -1.7% | +3.8% | +3.6% |
| 3M | -1.9% | -2.3% | +0.4% | +0.1% |
| 6M | +4.1% | +1.5% | +2.6% | +2.6% |
| YTD | +13.2% | +12.0% | +1.1% | +2.2% |
| 1Y | +15.0% | +12.9% | +2.1% | +3.1% |
| 3Y | +60.0% | +74.9% | -14.9% | -3.4% |
| 5Y | +44.4% | +59.9% | -15.6% | -5.9% |
| 10Y | +168.4% | +224.6% | -56.2% | -5.9% |
| All | +168.4% | +224.4% | -55.9% | -5.9% |
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 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