+155.7%
IDA vs VOO
+317.9%
-162.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.3% | -1.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.2% |
| 30D | +9.0% | -3.3% | +12.3% | +10.8% |
| 3M | +4.0% | -2.4% | +6.4% | +5.2% |
| 6M | +3.1% | +2.6% | +0.5% | +1.2% |
| YTD | +18.8% | +11.3% | +7.5% | +11.1% |
| 1Y | +16.2% | +13.4% | +2.7% | +7.4% |
| 3Y | +69.1% | +80.3% | -11.2% | +16.1% |
| 5Y | +65.8% | +72.7% | -6.9% | +15.4% |
| 10Y | +155.7% | +310.0% | -154.4% | -5.3% |
| All | +155.7% | +317.9% | -162.2% | -5.3% |
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