+126.6%
IAF vs VOO
+798.5%
-671.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | -0.9% |
| 7D | +1.3% | +0.1% | +1.2% | +1.1% |
| 30D | +0.2% | -3.3% | +3.5% | +2.8% |
| 3M | -3.1% | -2.4% | -0.7% | -1.3% |
| 6M | +2.1% | +2.6% | -0.5% | -0.3% |
| YTD | +5.3% | +11.3% | -6.0% | -3.8% |
| 1Y | +4.7% | +13.4% | -8.7% | -5.9% |
| 3Y | +54.5% | +80.3% | -25.8% | -6.3% |
| 5Y | +15.8% | +72.7% | -56.9% | -27.6% |
| 10Y | +125.8% | +310.0% | -184.3% | -34.4% |
| All | +126.6% | +798.5% | -671.9% | -69.6% |
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