+86.5%
IDAI vs VOO
+79.7%
+6.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.9% | +1.3% | +15.6% | +14.1% |
| 7D | +1.2% | -0.9% | +2.1% | +4.6% |
| 30D | -12.9% | -2.3% | -10.6% | -7.3% |
| 3M | -4.7% | -1.2% | -3.5% | -1.7% |
| 6M | +15.6% | +3.3% | +12.3% | +11.0% |
| YTD | -32.7% | +12.3% | -45.1% | -45.6% |
| 1Y | -43.6% | +12.5% | -56.1% | -54.3% |
| All | +86.5% | +79.7% | +6.8% | -10.8% |
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 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