+42.2%
IAE vs VOO
+75.4%
-33.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | -2.2% | -1.5% | -0.8% | -1.5% |
| 30D | -12.8% | +4.4% | -17.2% | -15.1% |
| 3M | -12.8% | +4.4% | -17.2% | -15.1% |
| 6M | -9.9% | +8.5% | -18.4% | -14.3% |
| YTD | +1.8% | +13.3% | -11.6% | -5.6% |
| 1Y | +3.9% | +16.7% | -12.8% | -5.1% |
| 3Y | +73.8% | +86.8% | -13.0% | +22.8% |
| All | +42.2% | +75.4% | -33.2% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling