+139.4%
IAF vs VOO
+817.1%
-677.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.9% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +3.4% | +0.1% | +3.3% | +3.3% |
| 3M | +8.8% | +2.0% | +6.8% | +7.0% |
| 6M | +4.8% | +13.0% | -8.2% | -5.3% |
| YTD | +11.2% | +13.6% | -2.4% | 0.0% |
| 1Y | +8.5% | +20.1% | -11.6% | -6.8% |
| 3Y | +47.6% | +77.6% | -30.0% | -9.2% |
| 5Y | +20.3% | +82.4% | -62.2% | -28.1% |
| 10Y | +132.5% | +316.8% | -184.4% | -33.3% |
| All | +139.4% | +817.1% | -677.7% | -68.4% |
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