+155.6%
IFF vs VOO
+810.0%
-654.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -1.3% |
| 7D | -3.2% | -0.8% | -2.4% | -2.5% |
| 30D | -0.3% | -1.1% | +0.8% | +0.7% |
| 3M | +8.4% | +3.9% | +4.6% | +4.6% |
| 6M | +23.0% | +13.6% | +9.4% | +9.7% |
| YTD | +25.5% | +12.7% | +12.8% | +12.5% |
| 1Y | +29.1% | +17.6% | +11.5% | +11.1% |
| 3Y | +31.7% | +77.3% | -45.7% | -23.5% |
| 5Y | -35.2% | +84.1% | -119.3% | -63.6% |
| 10Y | -20.7% | +323.5% | -344.3% | -80.2% |
| All | +155.6% | +810.0% | -654.4% | -70.4% |
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