+66.7%
IDT vs VOO
+14.7%
+52.0%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.1% |
| 7D | +2.9% | -0.7% | +3.7% | +3.1% |
| 30D | +4.9% | -1.1% | +5.9% | +5.1% |
| 3M | +25.4% | -0.3% | +25.7% | +25.5% |
| 6M | +62.2% | +7.4% | +54.9% | +58.2% |
| YTD | +64.6% | +13.4% | +51.3% | +57.7% |
| 1Y | +66.7% | +14.8% | +51.9% | +57.9% |
| All | +66.7% | +14.7% | +52.0% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling