+3.6%
IAF vs VOO
+12.1%
-8.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -0.6% | +2.6% | -3.1% | -2.6% |
| 30D | -0.2% | -2.0% | +1.8% | +1.3% |
| 3M | -4.2% | -2.8% | -1.5% | -2.1% |
| 6M | +1.4% | +2.2% | -0.8% | -0.9% |
| YTD | +3.6% | +11.5% | -7.9% | -6.9% |
| 1Y | +3.6% | +13.5% | -9.9% | -8.3% |
| All | +3.6% | +12.1% | -8.5% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling