+366.0%
IDU vs VOO
+812.0%
-446.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | +1.9% | +0.5% | +1.4% | +1.6% |
| 30D | -0.4% | -0.9% | +0.5% | +0.1% |
| 3M | +0.9% | +3.9% | -3.0% | -1.6% |
| 6M | -5.7% | +14.5% | -20.2% | -13.4% |
| YTD | +3.1% | +13.0% | -9.9% | -4.7% |
| 1Y | +7.2% | +19.4% | -12.3% | -4.3% |
| 3Y | +51.4% | +78.9% | -27.4% | +3.8% |
| 5Y | +45.0% | +82.3% | -37.2% | -3.2% |
| 10Y | +129.4% | +314.2% | -184.8% | -10.1% |
| All | +366.0% | +812.0% | -446.0% | +9.6% |
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