+138.9%
IDEV vs VOO
+284.2%
-145.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | +1.3% | +0.5% | +0.7% | +0.9% |
| 30D | -0.5% | -0.9% | +0.5% | +0.3% |
| 3M | +6.3% | +3.9% | +2.4% | +3.1% |
| 6M | +10.9% | +14.5% | -3.6% | -0.3% |
| YTD | +14.3% | +13.0% | +1.4% | +3.9% |
| 1Y | +20.9% | +19.4% | +1.5% | +5.1% |
| 3Y | +71.7% | +78.9% | -7.2% | +7.3% |
| 5Y | +55.9% | +82.3% | -26.3% | -4.7% |
| All | +138.9% | +284.2% | -145.3% | -18.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling