+132.8%
IDEV vs VOO
+278.6%
-145.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.5% | +0.9% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +1.4% | -3.3% | +4.7% | +4.1% |
| 3M | -3.0% | -2.4% | -0.6% | -1.2% |
| 6M | +2.4% | +2.6% | -0.2% | +0.3% |
| YTD | +11.4% | +11.3% | +0.1% | +2.4% |
| 1Y | +16.4% | +13.4% | +2.9% | +5.3% |
| 3Y | +71.7% | +80.3% | -8.6% | +6.5% |
| 5Y | +50.9% | +72.7% | -21.8% | -3.7% |
| All | +132.8% | +278.6% | -145.8% | -19.5% |
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