-99.6%
IQST price history and return analytics
+147.1%
-246.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.3% | -7.0% |
| 7D | -4.5% | +2.9% | -7.4% | -4.6% |
| 30D | -26.4% | -2.5% | -23.9% | -26.4% |
| 3M | -34.4% | -3.3% | -31.0% | -34.3% |
| 6M | -42.1% | +1.5% | -43.7% | -42.1% |
| YTD | -74.7% | +11.4% | -86.1% | -74.8% |
| 1Y | -84.8% | +11.9% | -96.7% | -84.8% |
| 3Y | -94.8% | +73.9% | -168.7% | -94.6% |
| 5Y | -98.5% | +57.9% | -156.4% | -98.5% |
| All | -99.6% | +147.1% | -246.7% | -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