+71.2%
IDE vs VOO
+75.5%
-4.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.3% |
| 7D | -0.5% | -2.7% | +2.2% | +1.3% |
| 30D | -3.2% | -5.4% | +2.2% | +0.4% |
| 3M | -8.8% | -4.1% | -4.7% | -6.2% |
| 6M | -10.5% | +0.7% | -11.2% | -10.9% |
| YTD | +1.7% | +8.7% | -7.0% | -3.7% |
| 1Y | +7.3% | +11.0% | -3.7% | +0.2% |
| 3Y | +71.2% | +75.5% | -4.3% | +21.1% |
| All | +71.2% | +75.5% | -4.3% | +21.1% |
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