+59.5%
IDRV vs VOO
+193.9%
-134.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +0.7% | -0.4% | +1.1% | +1.1% |
| 30D | -2.8% | -1.4% | -1.4% | -1.3% |
| 3M | -8.8% | +3.7% | -12.6% | -12.3% |
| 6M | -3.4% | +13.0% | -16.4% | -15.1% |
| YTD | -3.6% | +12.4% | -16.1% | -14.8% |
| 1Y | +4.6% | +18.6% | -14.0% | -12.6% |
| 3Y | +1.5% | +78.1% | -76.5% | -45.8% |
| 5Y | -19.2% | +82.3% | -101.5% | -57.2% |
| All | +59.5% | +193.9% | -134.4% | -46.1% |
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 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