+263.6%
IDE vs VOO
+817.1%
-553.5%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +0.5% | +0.1% | +0.4% | +0.4% |
| 3M | -4.5% | +2.0% | -6.5% | -6.2% |
| 6M | -2.4% | +13.0% | -15.5% | -12.0% |
| YTD | +12.5% | +13.6% | -1.1% | +1.0% |
| 1Y | +15.6% | +20.1% | -4.4% | -1.1% |
| 3Y | +80.0% | +77.6% | +2.4% | +8.9% |
| 5Y | +63.2% | +82.4% | -19.2% | -4.9% |
| 10Y | +165.7% | +316.8% | -151.1% | -29.0% |
| All | +263.6% | +817.1% | -553.5% | -55.0% |
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