+38.7%
IDYA vs VOO
+79.1%
-40.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.9% |
| 7D | -2.8% | +0.5% | -3.3% | -3.4% |
| 30D | +4.9% | -0.9% | +5.9% | +6.0% |
| 3M | +23.4% | +3.9% | +19.5% | +17.6% |
| 6M | +17.0% | +14.5% | +2.5% | -1.0% |
| YTD | +12.4% | +13.0% | -0.6% | -3.5% |
| 1Y | +66.1% | +19.4% | +46.6% | +33.3% |
| 3Y | +38.7% | +78.9% | -40.2% | -35.8% |
| All | +38.7% | +79.1% | -40.5% | -35.8% |
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 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