+309.8%
IAT vs VOO
+803.9%
-494.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.2% |
| 7D | +0.9% | +3.3% | -2.3% | -2.9% |
| 30D | +6.1% | -2.7% | +8.8% | +9.2% |
| 3M | -6.8% | -1.7% | -5.1% | -5.2% |
| 6M | +8.2% | +3.1% | +5.1% | +3.5% |
| YTD | +11.3% | +11.9% | -0.6% | -3.6% |
| 1Y | +21.9% | +12.1% | +9.8% | +5.4% |
| 3Y | +97.9% | +78.6% | +19.3% | -2.3% |
| 5Y | +8.6% | +73.8% | -65.2% | -44.4% |
| 10Y | +94.5% | +312.3% | -217.8% | -64.5% |
| All | +309.8% | +803.9% | -494.0% | -73.4% |
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 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