+17.5%
IDLV vs VOO
+14.7%
+2.8%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.9% |
| 7D | +3.9% | -0.7% | +4.7% | +4.2% |
| 30D | +8.2% | -1.1% | +9.2% | +8.6% |
| 3M | +2.6% | -0.3% | +2.9% | +2.6% |
| 6M | +7.0% | +7.4% | -0.3% | +3.4% |
| YTD | +11.7% | +13.4% | -1.6% | +4.5% |
| 1Y | +17.5% | +14.8% | +2.7% | +9.0% |
| All | +17.5% | +14.7% | +2.8% | +9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling