-99.6%
IQST price history and return analytics
+153.0%
-252.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -22.9% | -0.7% | -22.2% | -22.9% |
| 3M | -18.7% | +4.0% | -22.7% | -18.7% |
| 6M | -55.6% | +12.3% | -67.8% | -55.7% |
| YTD | -69.0% | +14.0% | -83.0% | -69.0% |
| 1Y | -86.0% | +20.3% | -106.3% | -85.9% |
| 3Y | -94.1% | +75.4% | -169.5% | -93.8% |
| 5Y | -97.9% | +66.0% | -163.9% | -97.9% |
| All | -99.6% | +153.0% | -252.5% | -99.2% |
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