-34.5%
IDX vs VOO
+325.3%
-359.8%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.3% |
| 7D | -1.7% | -0.8% | -0.9% | -1.1% |
| 30D | +2.6% | -1.1% | +3.6% | +3.4% |
| 3M | +10.5% | +3.9% | +6.7% | +7.3% |
| 6M | -18.2% | +13.6% | -31.8% | -25.8% |
| YTD | -29.5% | +12.7% | -42.2% | -35.8% |
| 1Y | -24.4% | +17.6% | -42.0% | -33.5% |
| 3Y | -28.8% | +77.3% | -106.2% | -55.3% |
| 5Y | -28.9% | +84.1% | -113.1% | -57.7% |
| All | -34.5% | +325.3% | -359.8% | -82.7% |
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 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