+234.7%
IDYA vs VOO
+199.2%
+35.4%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -6.3% | -2.0% | -4.3% | -4.4% |
| 30D | +1.7% | -1.7% | +3.3% | +3.3% |
| 3M | +35.7% | +4.7% | +30.9% | +29.4% |
| 6M | +7.8% | +12.6% | -4.8% | -4.1% |
| YTD | +8.3% | +11.8% | -3.4% | -3.1% |
| 1Y | +51.6% | +17.5% | +34.0% | +29.3% |
| 3Y | +33.7% | +77.0% | -43.3% | -21.9% |
| 5Y | +40.9% | +82.6% | -41.7% | -19.6% |
| All | +234.7% | +199.2% | +35.4% | +42.3% |
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