+17.9%
IFS vs VOO
+14.7%
+3.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.3% |
| 7D | -4.8% | -0.7% | -4.1% | -4.3% |
| 30D | -11.3% | -1.1% | -10.2% | -10.5% |
| 3M | -18.2% | -0.3% | -17.8% | -17.9% |
| 6M | +9.7% | +7.4% | +2.4% | +3.8% |
| YTD | +18.6% | +13.4% | +5.3% | +6.8% |
| 1Y | +17.9% | +14.8% | +3.1% | +5.1% |
| All | +17.9% | +14.7% | +3.2% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling