+118.4%
IDVO vs VOO
+104.1%
+14.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | +0.8% | -0.4% | +1.1% | +1.0% |
| 30D | +0.6% | -1.4% | +2.0% | +1.7% |
| 3M | +4.7% | +3.7% | +1.0% | +1.6% |
| 6M | +9.8% | +13.0% | -3.3% | -0.3% |
| YTD | +17.2% | +12.4% | +4.8% | +6.9% |
| 1Y | +25.6% | +18.6% | +7.0% | +10.1% |
| 3Y | +90.5% | +78.1% | +12.4% | +22.4% |
| All | +118.4% | +104.1% | +14.3% | +28.7% |
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