+66.5%
IDNA vs VOO
+194.7%
-128.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.2% |
| 7D | -4.0% | -0.4% | -3.6% | -3.7% |
| 30D | +9.5% | -1.4% | +10.8% | +10.9% |
| 3M | +32.7% | +3.7% | +29.0% | +28.3% |
| 6M | +28.2% | +13.0% | +15.1% | +14.7% |
| YTD | +48.0% | +12.4% | +35.6% | +33.0% |
| 1Y | +71.4% | +18.6% | +52.8% | +46.8% |
| 3Y | +80.0% | +78.1% | +1.9% | +6.3% |
| 5Y | -25.7% | +82.3% | -108.0% | -56.9% |
| All | +66.5% | +194.7% | -128.1% | -33.4% |
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