+521.3%
IDR vs VOO
+77.0%
+444.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.6% |
| 7D | -1.3% | -0.4% | -0.9% | -0.9% |
| 30D | -11.3% | -1.4% | -9.9% | -9.9% |
| 3M | -2.4% | +3.7% | -6.1% | -5.4% |
| 6M | -16.6% | +13.0% | -29.6% | -23.9% |
| YTD | -22.0% | +12.4% | -34.4% | -28.3% |
| 1Y | +13.1% | +18.6% | -5.5% | +0.8% |
| All | +521.3% | +77.0% | +444.4% | +359.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling