-45.1%
IDX vs VOO
+14.7%
-59.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +0.6% |
| 7D | -5.4% | -0.7% | -4.7% | -4.8% |
| 30D | -18.7% | -1.1% | -17.6% | -17.9% |
| 3M | -21.5% | -0.3% | -21.2% | -21.2% |
| 6M | -31.9% | +7.4% | -39.3% | -34.8% |
| YTD | -46.8% | +13.4% | -60.2% | -51.5% |
| 1Y | -45.1% | +14.8% | -59.9% | -50.4% |
| All | -45.1% | +14.7% | -59.8% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling