+229.7%
IDMO vs VOO
+325.3%
-95.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.4% |
| 7D | -0.9% | -0.8% | -0.1% | -0.4% |
| 30D | -0.4% | -1.1% | +0.7% | +0.4% |
| 3M | +7.5% | +3.9% | +3.6% | +4.7% |
| 6M | +12.2% | +13.6% | -1.4% | +3.1% |
| YTD | +14.7% | +12.7% | +2.0% | +6.0% |
| 1Y | +21.2% | +17.6% | +3.6% | +8.8% |
| 3Y | +99.2% | +77.3% | +21.9% | +36.0% |
| 5Y | +96.6% | +84.1% | +12.5% | +30.3% |
| All | +229.7% | +325.3% | -95.6% | +62.1% |
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