+1,114.3%
IDR vs VOO
+817.1%
+297.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -5.1% | +0.1% | -5.1% | -5.0% |
| 3M | -14.8% | +2.0% | -16.8% | -15.2% |
| 6M | -24.3% | +13.0% | -37.3% | -27.2% |
| YTD | -22.0% | +13.6% | -35.5% | -25.0% |
| 1Y | +11.5% | +20.1% | -8.6% | +5.1% |
| 3Y | +473.9% | +77.6% | +396.3% | +375.9% |
| 5Y | +491.2% | +82.4% | +408.7% | +382.6% |
| 10Y | +1,527.8% | +316.8% | +1,211.0% | +846.9% |
| All | +1,114.3% | +817.1% | +297.2% | +271.5% |
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