-97.7%
IQST price history and return analytics
+53.4%
-151.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.8% | +5.0% |
| 7D | -0.4% | -2.3% | +1.9% | +0.8% |
| 30D | -19.9% | -5.0% | -14.9% | -17.8% |
| 3M | -24.4% | -4.9% | -19.5% | -22.6% |
| 6M | -43.8% | -1.5% | -42.3% | -43.6% |
| YTD | -72.2% | +8.5% | -80.7% | -73.4% |
| 1Y | -83.4% | +11.4% | -94.8% | -84.3% |
| 3Y | -94.7% | +70.1% | -164.7% | -95.9% |
| All | -97.7% | +53.4% | -151.1% | -97.7% |
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