-99.6%
IQST price history and return analytics
+146.4%
-246.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -10.0% | +2.4% | -12.4% | -10.0% |
| 30D | -22.2% | -1.5% | -20.7% | -22.2% |
| 3M | -38.3% | -4.1% | -34.2% | -38.3% |
| 6M | -42.2% | +0.6% | -42.8% | -42.2% |
| YTD | -75.0% | +11.0% | -86.0% | -75.0% |
| 1Y | -83.8% | +13.3% | -97.1% | -83.8% |
| 3Y | -94.8% | +73.4% | -168.2% | -94.6% |
| 5Y | -98.5% | +57.4% | -155.9% | -98.5% |
| All | -99.6% | +146.4% | -246.0% | -99.3% |
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