+223.9%
IDE vs VOO
+775.2%
-551.3%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.6% | -0.1% |
| 7D | -3.9% | -4.7% | +0.8% | 0.0% |
| 30D | -5.2% | -5.9% | +0.7% | -0.2% |
| 3M | -10.5% | -4.5% | -6.0% | -7.0% |
| 6M | -11.2% | +1.9% | -13.1% | -12.7% |
| YTD | +0.2% | +8.4% | -8.2% | -6.5% |
| 1Y | +5.4% | +9.5% | -4.0% | -2.5% |
| 3Y | +67.4% | +75.3% | -7.9% | +2.3% |
| 5Y | +54.4% | +67.9% | -13.4% | -3.1% |
| 10Y | +148.3% | +314.4% | -166.1% | -33.6% |
| All | +223.9% | +775.2% | -551.3% | -58.3% |
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