+57.0%
IDRV vs VOO
+194.6%
-137.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.6% |
| 7D | -3.2% | -0.8% | -2.4% | -2.3% |
| 30D | -3.9% | -1.1% | -2.9% | -2.8% |
| 3M | -11.8% | +3.9% | -15.6% | -15.3% |
| 6M | -6.5% | +13.6% | -20.1% | -18.4% |
| YTD | -5.1% | +12.7% | -17.8% | -16.3% |
| 1Y | +3.0% | +17.6% | -14.5% | -13.1% |
| 3Y | -1.9% | +77.3% | -79.2% | -47.3% |
| 5Y | -20.1% | +84.1% | -104.2% | -58.2% |
| All | +57.0% | +194.6% | -137.5% | -47.1% |
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