+104.7%
IAE vs VOO
+815.0%
-710.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -1.0% |
| 7D | -2.2% | -1.5% | -0.8% | -1.2% |
| 30D | -12.8% | +4.4% | -17.2% | -15.8% |
| 3M | -12.8% | +4.4% | -17.2% | -15.8% |
| 6M | -9.9% | +8.5% | -18.4% | -15.4% |
| YTD | +1.8% | +13.3% | -11.6% | -7.3% |
| 1Y | +3.9% | +16.7% | -12.8% | -7.4% |
| 3Y | +73.8% | +86.8% | -13.0% | +9.6% |
| 5Y | +39.7% | +82.4% | -42.7% | -11.9% |
| 10Y | +104.6% | +321.7% | -217.1% | -38.3% |
| All | +104.7% | +815.0% | -710.3% | -72.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling