+231.3%
IAK vs VOO
+325.3%
-94.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.2% |
| 7D | -1.1% | -0.8% | -0.3% | -0.4% |
| 30D | -0.2% | -1.1% | +0.8% | +0.6% |
| 3M | +7.3% | +3.9% | +3.4% | +3.6% |
| 6M | +12.2% | +13.6% | -1.4% | +0.1% |
| YTD | +7.7% | +12.7% | -5.0% | -3.5% |
| 1Y | +10.3% | +17.6% | -7.3% | -4.9% |
| 3Y | +66.8% | +77.3% | -10.5% | -1.9% |
| 5Y | +99.0% | +84.1% | +14.8% | +11.4% |
| All | +231.3% | +325.3% | -94.0% | -14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling