+136.3%
IAF vs VOO
+315.3%
-179.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -1.8% | -0.4% | -1.4% | -1.5% |
| 30D | +1.6% | -1.4% | +3.0% | +2.7% |
| 3M | +11.6% | +3.7% | +7.9% | +8.3% |
| 6M | +6.9% | +13.0% | -6.1% | -3.1% |
| YTD | +10.0% | +12.4% | -2.5% | +0.1% |
| 1Y | +6.4% | +18.6% | -12.2% | -7.2% |
| 3Y | +50.6% | +78.1% | -27.5% | -5.8% |
| 5Y | +22.6% | +82.3% | -59.7% | -25.3% |
| 10Y | +136.3% | +322.5% | -186.2% | -27.1% |
| All | +136.3% | +315.3% | -179.0% | -27.1% |
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