+160.2%
IQLT price history and return analytics
+234.7%
-74.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.5% |
| 7D | +0.6% | +0.4% | +0.2% | +0.2% |
| 30D | +2.0% | -2.6% | +4.6% | +4.2% |
| 3M | -1.6% | -3.2% | +1.6% | +1.1% |
| 6M | +4.2% | +0.9% | +3.2% | +3.2% |
| YTD | +13.5% | +11.3% | +2.2% | +3.6% |
| 1Y | +17.5% | +14.0% | +3.5% | +5.1% |
| 3Y | +61.4% | +75.8% | -14.5% | -0.2% |
| 5Y | +43.6% | +57.8% | -14.3% | -3.2% |
| 10Y | +162.7% | +219.8% | -57.1% | +5.7% |
| All | +160.2% | +234.7% | -74.5% | +3.4% |
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