+56.1%
IQM price history and return analytics
+57.5%
-1.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | -6.9% | -0.1% | -6.8% | -6.3% |
| 30D | -22.5% | -3.1% | -19.5% | -17.8% |
| 3M | -18.8% | -3.5% | -15.3% | -13.0% |
| 6M | -23.0% | +0.5% | -23.4% | -21.7% |
| YTD | -1.2% | +10.8% | -12.0% | -13.3% |
| 1Y | -5.9% | +11.9% | -17.8% | -18.5% |
| 3Y | +89.9% | +73.0% | +16.9% | -12.2% |
| 5Y | +56.1% | +58.6% | -2.5% | -13.7% |
| All | +56.1% | +57.5% | -1.4% | -13.7% |
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