+161.1%
IDA vs VOO
+306.9%
-145.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | +2.8% | -0.6% | +3.4% | +3.0% |
| 30D | +10.2% | -3.6% | +13.8% | +12.2% |
| 3M | +6.8% | -2.7% | +9.5% | +8.1% |
| 6M | +4.2% | +2.2% | +2.0% | +2.4% |
| YTD | +20.1% | +10.9% | +9.2% | +12.5% |
| 1Y | +18.0% | +11.3% | +6.7% | +10.3% |
| 3Y | +71.7% | +76.9% | -5.2% | +19.3% |
| 5Y | +65.0% | +73.5% | -8.5% | +14.3% |
| 10Y | +161.1% | +307.7% | -146.6% | -3.2% |
| All | +161.1% | +306.9% | -145.8% | -3.2% |
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