+256.2%
IDYA vs VOO
+204.1%
+52.1%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +10.6% | +0.1% | +10.5% | +10.5% |
| 3M | +36.4% | +2.0% | +34.4% | +33.6% |
| 6M | +14.9% | +13.0% | +1.9% | +1.8% |
| YTD | +15.3% | +13.6% | +1.7% | +1.5% |
| 1Y | +54.3% | +20.1% | +34.2% | +28.8% |
| 3Y | +33.9% | +77.6% | -43.7% | -22.1% |
| 5Y | +60.7% | +82.4% | -21.8% | -8.4% |
| All | +256.2% | +204.1% | +52.1% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling