+252.9%
IDMO vs VOO
+615.9%
-362.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -1.8% | -2.0% | +0.2% | -0.5% |
| 30D | -0.3% | -1.7% | +1.4% | +0.8% |
| 3M | +11.0% | +4.7% | +6.2% | +7.7% |
| 6M | +10.4% | +12.6% | -2.2% | +2.5% |
| YTD | +13.6% | +11.8% | +1.8% | +5.9% |
| 1Y | +21.2% | +17.5% | +3.6% | +9.4% |
| 3Y | +100.2% | +77.0% | +23.2% | +39.4% |
| 5Y | +94.6% | +82.6% | +12.1% | +32.3% |
| 10Y | +226.4% | +320.0% | -93.6% | +40.3% |
| All | +252.9% | +615.9% | -362.9% | +27.3% |
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