+9.0%
IDYA vs VOO
+78.4%
-69.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | -0.2% |
| 7D | +1.2% | +0.1% | +1.2% | +1.2% |
| 30D | -11.3% | -3.3% | -8.0% | -7.6% |
| 3M | -13.5% | -2.4% | -11.1% | -11.0% |
| 6M | +13.1% | +2.6% | +10.5% | +9.5% |
| YTD | -7.3% | +11.3% | -18.6% | -18.9% |
| 1Y | +5.9% | +13.4% | -7.5% | -9.6% |
| 3Y | +9.0% | +80.3% | -71.3% | -48.5% |
| All | +9.0% | +78.4% | -69.4% | -48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling