+325.6%
IAT vs VOO
+817.1%
-491.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -2.9% | +0.1% | -3.0% | -3.0% |
| 3M | +8.5% | +2.0% | +6.5% | +5.5% |
| 6M | +12.9% | +13.0% | -0.1% | -3.0% |
| YTD | +15.6% | +13.6% | +2.0% | -1.3% |
| 1Y | +19.1% | +20.1% | -1.0% | -5.0% |
| 3Y | +92.7% | +77.6% | +15.1% | -3.8% |
| 5Y | +27.2% | +82.4% | -55.2% | -38.4% |
| 10Y | +131.5% | +316.8% | -185.3% | -58.1% |
| All | +325.6% | +817.1% | -491.5% | -72.8% |
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