-88.6%
IDAI vs VOO
+74.6%
-163.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.2% | -4.0% |
| 7D | +15.1% | +3.3% | +11.9% | +9.6% |
| 30D | -13.9% | -2.7% | -11.2% | -9.1% |
| 3M | -4.9% | -1.7% | -3.2% | -1.5% |
| 6M | +9.1% | +3.1% | +6.0% | +6.7% |
| YTD | -35.8% | +11.9% | -47.7% | -44.7% |
| 1Y | -44.5% | +12.1% | -56.5% | -52.0% |
| 3Y | +76.8% | +78.6% | -1.8% | -11.5% |
| 5Y | -88.6% | +73.8% | -162.4% | -94.7% |
| All | -88.6% | +74.6% | -163.2% | -94.7% |
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