+9.0%
IAT vs VOO
+72.8%
-63.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | +0.1% |
| 7D | +0.5% | -0.6% | +1.1% | +1.1% |
| 30D | +6.4% | -3.6% | +10.0% | +10.4% |
| 3M | -5.1% | -2.7% | -2.3% | -2.5% |
| 6M | +6.7% | +2.2% | +4.5% | +3.5% |
| YTD | +11.8% | +10.9% | +0.9% | -1.0% |
| 1Y | +23.2% | +11.3% | +11.9% | +8.6% |
| 3Y | +98.8% | +76.9% | +21.9% | +5.0% |
| 5Y | +9.0% | +73.5% | -64.5% | -41.4% |
| All | +9.0% | +72.8% | -63.8% | -41.4% |
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 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