+2.8%
IDYA vs VOO
+12.0%
-9.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.6% |
| 7D | +1.3% | -0.6% | +1.9% | +2.0% |
| 30D | -12.1% | -3.6% | -8.4% | -9.1% |
| 3M | -13.6% | -2.7% | -10.9% | -11.4% |
| 6M | +12.1% | +2.2% | +9.9% | +9.8% |
| YTD | -8.2% | +10.9% | -19.1% | -16.9% |
| 1Y | +2.8% | +11.3% | -8.5% | -7.2% |
| All | +2.8% | +12.0% | -9.2% | -7.2% |
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