+12.1%
IDEF vs VOO
+26.8%
-14.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.4% | -1.2% | -0.7% |
| 7D | -9.6% | -4.7% | -4.9% | -4.5% |
| 30D | -11.6% | -5.9% | -5.7% | -5.3% |
| 3M | -18.8% | -4.5% | -14.3% | -14.4% |
| 6M | -15.5% | +1.9% | -17.3% | -17.2% |
| YTD | -8.9% | +8.4% | -17.3% | -17.0% |
| 1Y | -10.1% | +9.5% | -19.6% | -18.8% |
| All | +12.1% | +26.8% | -14.7% | -9.7% |
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 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