+91.0%
IAT vs VOO
+309.6%
-218.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.1% |
| 7D | +2.2% | +2.6% | -0.4% | -0.8% |
| 30D | +7.5% | -2.0% | +9.5% | +9.8% |
| 3M | -6.5% | -2.8% | -3.7% | -3.7% |
| 6M | +11.5% | +2.2% | +9.4% | +7.9% |
| YTD | +12.0% | +11.5% | +0.5% | -2.4% |
| 1Y | +24.3% | +13.5% | +10.9% | +6.1% |
| 3Y | +99.8% | +78.1% | +21.8% | -0.4% |
| 5Y | +9.3% | +73.1% | -63.9% | -43.3% |
| All | +91.0% | +309.6% | -218.6% | -65.9% |
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