+625.7%
IAK vs VOO
+800.4%
-174.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +3.0% | +2.6% | +0.4% | +0.6% |
| 30D | +7.8% | -2.0% | +9.8% | +9.5% |
| 3M | +5.7% | -2.8% | +8.4% | +7.9% |
| 6M | +18.5% | +2.2% | +16.3% | +15.0% |
| YTD | +15.0% | +11.5% | +3.4% | +2.5% |
| 1Y | +17.6% | +13.5% | +4.2% | +3.1% |
| 3Y | +69.3% | +78.1% | -8.8% | -5.6% |
| 5Y | +100.3% | +73.1% | +27.1% | +12.9% |
| 10Y | +230.3% | +310.7% | -80.4% | -25.7% |
| All | +625.7% | +800.4% | -174.8% | -36.6% |
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