+55.0%
IDYA vs VOO
+18.9%
+36.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -4.5% | -0.4% | -4.2% | -4.2% |
| 30D | +4.4% | -1.4% | +5.8% | +5.8% |
| 3M | +36.6% | +3.7% | +32.9% | +30.9% |
| 6M | +9.3% | +13.0% | -3.7% | -4.9% |
| YTD | +10.9% | +12.4% | -1.5% | -3.4% |
| 1Y | +55.0% | +18.6% | +36.4% | +21.8% |
| All | +55.0% | +18.9% | +36.1% | +21.8% |
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 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