+13.0%
IDLV vs VOO
+20.9%
-8.0%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +0.6% | +0.1% | +0.5% | +0.5% |
| 3M | +6.6% | +2.0% | +4.6% | +5.9% |
| 6M | +3.5% | +13.0% | -9.5% | -2.3% |
| YTD | +9.4% | +13.6% | -4.2% | +3.0% |
| 1Y | +13.0% | +20.1% | -7.1% | +3.2% |
| All | +13.0% | +20.9% | -8.0% | +3.2% |
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