+117.5%
IDVO vs VOO
+104.6%
+13.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | 0.0% |
| 7D | -0.3% | -0.8% | +0.4% | +0.3% |
| 30D | +0.3% | -1.1% | +1.4% | +1.2% |
| 3M | +2.4% | +3.9% | -1.5% | -0.7% |
| 6M | +8.5% | +13.6% | -5.1% | -1.9% |
| YTD | +16.7% | +12.7% | +4.0% | +6.3% |
| 1Y | +23.6% | +17.6% | +6.0% | +9.0% |
| 3Y | +88.1% | +77.3% | +10.8% | +21.2% |
| All | +117.5% | +104.6% | +13.0% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling