-70.2%
IDN vs VOO
+807.8%
-878.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.5% |
| 7D | -1.1% | -0.4% | -0.8% | -0.7% |
| 30D | -29.5% | -1.4% | -28.1% | -28.5% |
| 3M | -35.0% | +3.7% | -38.8% | -37.4% |
| 6M | -44.4% | +13.0% | -57.5% | -51.0% |
| YTD | -60.3% | +12.4% | -72.8% | -64.8% |
| 1Y | -52.8% | +18.6% | -71.4% | -60.4% |
| 3Y | +3.1% | +78.1% | -74.9% | -42.0% |
| 5Y | -68.6% | +82.3% | -150.9% | -82.6% |
| 10Y | +63.6% | +322.5% | -259.0% | -53.0% |
| All | -70.2% | +807.8% | -878.0% | -94.2% |
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 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