+164.2%
IAE vs VOO
+325.3%
-161.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.3% |
| 7D | -1.5% | -0.8% | -0.7% | -1.0% |
| 30D | +1.8% | -1.1% | +2.8% | +2.4% |
| 3M | +2.0% | +3.9% | -1.9% | -0.4% |
| 6M | +23.9% | +13.6% | +10.2% | +14.6% |
| YTD | +28.8% | +12.7% | +16.1% | +19.7% |
| 1Y | +33.7% | +17.6% | +16.1% | +21.2% |
| 3Y | +112.4% | +77.3% | +35.1% | +48.7% |
| 5Y | +76.7% | +84.1% | -7.4% | +19.6% |
| All | +164.2% | +325.3% | -161.1% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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