+122.4%
IAF vs VOO
+803.9%
-681.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | -0.6% | +3.3% | -3.9% | -3.3% |
| 30D | -2.5% | -2.7% | +0.2% | -0.4% |
| 3M | -5.0% | -1.7% | -3.2% | -3.7% |
| 6M | +0.6% | +3.1% | -2.5% | -2.1% |
| YTD | +3.3% | +11.9% | -8.6% | -6.1% |
| 1Y | +0.7% | +12.1% | -11.4% | -8.6% |
| 3Y | +51.7% | +78.6% | -26.9% | -7.3% |
| 5Y | +12.8% | +73.8% | -61.0% | -29.9% |
| 10Y | +120.0% | +312.3% | -192.3% | -36.4% |
| All | +122.4% | +803.9% | -681.4% | -70.3% |
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