+46.7%
IFLO vs VOO
+27.0%
+19.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.2% |
| 7D | -2.1% | -0.8% | -1.3% | -1.5% |
| 30D | +1.5% | -1.1% | +2.5% | +2.3% |
| 3M | +9.1% | +3.9% | +5.2% | +5.7% |
| 6M | +20.5% | +13.6% | +6.9% | +8.6% |
| YTD | +29.9% | +12.7% | +17.2% | +17.6% |
| 1Y | +33.7% | +17.6% | +16.1% | +16.8% |
| All | +46.7% | +27.0% | +19.7% | +17.0% |
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