+192.4%
IDYA vs VOO
+200.7%
-8.4%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.8% | +1.8% |
| 7D | +1.1% | -0.9% | +2.0% | +2.1% |
| 30D | -9.3% | -2.3% | -6.9% | -7.0% |
| 3M | -11.2% | -1.2% | -10.0% | -10.1% |
| 6M | +16.3% | +3.3% | +13.0% | +12.6% |
| YTD | -5.4% | +12.3% | -17.7% | -15.7% |
| 1Y | +2.2% | +12.5% | -10.3% | -9.1% |
| 3Y | +11.3% | +79.2% | -67.9% | -35.7% |
| 5Y | +45.0% | +75.7% | -30.7% | -14.2% |
| All | +192.4% | +200.7% | -8.4% | +23.8% |
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