+231.6%
IFS vs VOO
+81.6%
+150.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.1% |
| 7D | -1.6% | -0.4% | -1.3% | -1.4% |
| 30D | -6.5% | -1.4% | -5.1% | -5.7% |
| 3M | +4.0% | +3.7% | +0.2% | +1.8% |
| 6M | +26.9% | +13.0% | +13.9% | +18.3% |
| YTD | +34.2% | +12.4% | +21.8% | +25.5% |
| 1Y | +39.5% | +18.6% | +20.9% | +26.6% |
| 3Y | +171.1% | +78.1% | +93.0% | +94.7% |
| 5Y | +231.6% | +82.3% | +149.4% | +130.2% |
| All | +231.6% | +81.6% | +150.1% | +130.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling