+90.8%
IAI vs VOO
+81.3%
+9.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -4.2% | -2.0% | -2.2% | -2.2% |
| 30D | +1.0% | -1.7% | +2.6% | +2.7% |
| 3M | +6.4% | +4.7% | +1.6% | +1.5% |
| 6M | +14.6% | +12.6% | +2.0% | +1.6% |
| YTD | +6.5% | +11.8% | -5.2% | -4.7% |
| 1Y | +9.4% | +17.5% | -8.1% | -7.0% |
| 3Y | +109.3% | +77.0% | +32.3% | +19.9% |
| All | +90.8% | +81.3% | +9.5% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling