+167.0%
IDV vs VOO
+321.7%
-154.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -1.0% | -2.0% | +0.9% | +0.5% |
| 30D | +0.9% | -1.7% | +2.6% | +2.2% |
| 3M | +5.5% | +4.7% | +0.8% | +1.7% |
| 6M | +9.7% | +12.6% | -2.8% | +0.1% |
| YTD | +16.9% | +11.8% | +5.1% | +7.2% |
| 1Y | +29.0% | +17.5% | +11.5% | +13.7% |
| 3Y | +105.2% | +77.0% | +28.2% | +29.1% |
| 5Y | +91.6% | +82.6% | +9.0% | +15.9% |
| All | +167.0% | +321.7% | -154.7% | -20.4% |
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