+228.7%
IDE vs VOO
+777.9%
-549.1%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.2% |
| 7D | -0.5% | -2.7% | +2.2% | +1.8% |
| 30D | -3.2% | -5.4% | +2.2% | +1.4% |
| 3M | -8.8% | -4.1% | -4.7% | -5.6% |
| 6M | -10.5% | +0.7% | -11.2% | -11.2% |
| YTD | +1.7% | +8.7% | -7.0% | -5.3% |
| 1Y | +7.3% | +11.0% | -3.7% | -1.9% |
| 3Y | +71.2% | +75.5% | -4.3% | +4.5% |
| 5Y | +56.7% | +68.4% | -11.7% | -2.0% |
| 10Y | +152.0% | +315.7% | -163.7% | -32.8% |
| All | +228.7% | +777.9% | -549.1% | -57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling