-97.5%
IDAI vs VOO
+111.1%
-208.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -2.4% |
| 7D | -11.2% | +0.1% | -11.3% | -10.6% |
| 30D | -32.2% | -3.3% | -28.9% | -28.0% |
| 3M | -29.1% | -2.4% | -26.7% | -26.0% |
| 6M | -4.2% | +2.6% | -6.8% | -5.8% |
| YTD | -41.4% | +11.3% | -52.7% | -48.9% |
| 1Y | -45.1% | +13.4% | -58.5% | -53.2% |
| 3Y | +67.2% | +80.3% | -13.1% | -16.3% |
| 5Y | -90.0% | +72.7% | -162.7% | -95.1% |
| All | -97.5% | +111.1% | -208.6% | -98.9% |
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