+306.3%
IDHQ vs VOO
+810.0%
-503.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.3% |
| 7D | -3.2% | -0.8% | -2.4% | -2.5% |
| 30D | -3.6% | -1.1% | -2.5% | -2.7% |
| 3M | +5.5% | +3.9% | +1.6% | +2.3% |
| 6M | +20.4% | +13.6% | +6.8% | +9.0% |
| YTD | +26.8% | +12.7% | +14.1% | +15.6% |
| 1Y | +34.1% | +17.6% | +16.6% | +18.1% |
| 3Y | +76.6% | +77.3% | -0.7% | +10.4% |
| 5Y | +54.4% | +84.1% | -29.7% | -7.0% |
| 10Y | +173.5% | +323.5% | -150.0% | -21.4% |
| All | +306.3% | +810.0% | -503.7% | -49.5% |
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