+334.2%
IQM price history and return analytics
+138.2%
+196.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.1% |
| 7D | +1.9% | -2.0% | +3.9% | +4.7% |
| 30D | -1.8% | -1.4% | -0.3% | +0.2% |
| 3M | -3.1% | +4.7% | -7.8% | -7.9% |
| 6M | +14.1% | +11.4% | +2.7% | +0.9% |
| YTD | +20.7% | +13.1% | +7.6% | +5.0% |
| 1Y | +27.6% | +19.0% | +8.6% | +4.5% |
| 3Y | +129.4% | +73.9% | +55.5% | +21.7% |
| 5Y | +107.5% | +65.4% | +42.1% | +18.5% |
| All | +334.2% | +138.2% | +196.0% | +74.1% |
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