+60.3%
IDAI vs VOO
+75.5%
-15.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.0% |
| 7D | -19.9% | -2.7% | -17.1% | -13.9% |
| 30D | -34.5% | -5.4% | -29.1% | -25.5% |
| 3M | -27.8% | -4.1% | -23.7% | -20.6% |
| 6M | -9.6% | +0.7% | -10.3% | -8.6% |
| YTD | -42.2% | +8.7% | -50.9% | -50.1% |
| 1Y | -42.1% | +11.0% | -53.0% | -51.7% |
| 3Y | +60.3% | +75.5% | -15.2% | -31.5% |
| All | +60.3% | +75.5% | -15.2% | -31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling