+1,861.4%
IDT vs VOO
+812.0%
+1,049.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | 0.0% | +0.5% | -0.5% | -0.6% |
| 30D | +5.0% | -0.9% | +6.0% | +6.1% |
| 3M | +24.2% | +3.9% | +20.4% | +18.5% |
| 6M | +33.3% | +14.5% | +18.7% | +13.3% |
| YTD | +33.9% | +13.0% | +20.9% | +15.4% |
| 1Y | +5.0% | +19.4% | -14.4% | -15.3% |
| 3Y | +203.6% | +78.9% | +124.7% | +48.8% |
| 5Y | +55.8% | +82.3% | -26.5% | -24.9% |
| 10Y | +510.6% | +314.2% | +196.4% | +8.1% |
| All | +1,861.4% | +812.0% | +1,049.5% | +13.5% |
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