+65.4%
IDA vs VOO
+67.9%
-2.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +1.4% | -2.7% | +4.1% | +2.3% |
| 30D | +11.7% | -5.4% | +17.0% | +13.6% |
| 3M | +4.6% | -4.1% | +8.7% | +5.9% |
| 6M | +3.0% | +0.7% | +2.2% | +2.4% |
| YTD | +18.7% | +8.7% | +10.0% | +14.6% |
| 1Y | +17.4% | +11.0% | +6.4% | +12.5% |
| 3Y | +62.8% | +75.5% | -12.6% | +27.0% |
| All | +65.4% | +67.9% | -2.5% | +25.8% |
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 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