+270.0%
IDR vs VOO
+78.5%
+191.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.3% |
| 7D | -10.7% | +2.6% | -13.3% | -13.2% |
| 30D | -9.6% | -2.0% | -7.6% | -7.3% |
| 3M | -41.2% | -2.8% | -38.4% | -39.0% |
| 6M | -63.7% | +2.2% | -65.8% | -63.9% |
| YTD | -53.8% | +11.5% | -65.3% | -57.3% |
| 1Y | -42.1% | +13.5% | -55.6% | -46.9% |
| 3Y | +270.0% | +78.1% | +191.9% | +195.3% |
| All | +270.0% | +78.5% | +191.5% | +195.3% |
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