+129.1%
IDAI vs VOO
+77.8%
+51.3%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.7% |
| 7D | +0.9% | +0.1% | +0.8% | +0.7% |
| 30D | +7.0% | +0.1% | +6.9% | +6.6% |
| 3M | +36.9% | +2.0% | +34.9% | +32.9% |
| 6M | +17.9% | +13.0% | +4.8% | -7.3% |
| YTD | -17.4% | +13.6% | -31.0% | -35.5% |
| 1Y | +7.3% | +20.1% | -12.8% | -24.1% |
| All | +129.1% | +77.8% | +51.3% | +7.9% |
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 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