+212.3%
IEFA vs VOO
+584.4%
-372.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -0.5% | -0.4% | -0.1% | -0.2% |
| 30D | -1.1% | -1.4% | +0.3% | 0.0% |
| 3M | +5.1% | +3.7% | +1.4% | +1.9% |
| 6M | +9.3% | +13.0% | -3.7% | -1.1% |
| YTD | +13.0% | +12.4% | +0.5% | +2.6% |
| 1Y | +19.2% | +18.6% | +0.6% | +3.5% |
| 3Y | +67.0% | +78.1% | -11.1% | +2.4% |
| 5Y | +51.1% | +82.3% | -31.2% | -9.9% |
| 10Y | +146.5% | +322.5% | -176.0% | -32.3% |
| All | +212.3% | +584.4% | -372.1% | -44.5% |
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 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