-36.5%
IDX vs VOO
+812.0%
-848.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.7% | +1.7% |
| 7D | +2.5% | +0.5% | +1.9% | +2.0% |
| 30D | +4.4% | -0.9% | +5.3% | +5.2% |
| 3M | +25.3% | +3.9% | +21.4% | +20.9% |
| 6M | -16.7% | +14.5% | -31.2% | -26.4% |
| YTD | -27.4% | +13.0% | -40.4% | -35.2% |
| 1Y | -22.3% | +19.4% | -41.8% | -34.2% |
| 3Y | -26.1% | +78.9% | -105.0% | -58.0% |
| 5Y | -25.5% | +82.3% | -107.7% | -59.7% |
| 10Y | -34.6% | +314.2% | -348.8% | -86.4% |
| All | -36.5% | +812.0% | -848.5% | -95.1% |
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