+1,535.4%
IDR vs VOO
+325.3%
+1,210.2%
-62.4%
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% | +0.7% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | -11.0% | -1.1% | -9.9% | -10.6% |
| 3M | -10.4% | +3.9% | -14.3% | -11.5% |
| 6M | -19.2% | +13.6% | -32.8% | -22.1% |
| YTD | -23.3% | +12.7% | -36.0% | -25.8% |
| 1Y | +5.2% | +17.6% | -12.4% | +0.6% |
| 3Y | +510.9% | +77.3% | +433.5% | +427.5% |
| 5Y | +590.0% | +84.1% | +505.8% | +487.8% |
| All | +1,535.4% | +325.3% | +1,210.2% | +1,114.0% |
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