+261.2%
IDV vs VOO
+817.1%
-555.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +2.0% | +0.1% | +1.9% | +1.9% |
| 3M | +5.1% | +2.0% | +3.1% | +3.1% |
| 6M | +9.0% | +13.0% | -4.0% | -2.2% |
| YTD | +18.1% | +13.6% | +4.6% | +5.5% |
| 1Y | +31.8% | +20.1% | +11.7% | +11.9% |
| 3Y | +104.5% | +77.6% | +27.0% | +20.0% |
| 5Y | +89.6% | +82.4% | +7.1% | +6.5% |
| 10Y | +167.7% | +316.8% | -149.1% | -37.1% |
| All | +261.2% | +817.1% | -555.9% | -66.9% |
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 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