+106.5%
IFS vs VOO
+188.8%
-82.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | -5.9% | +0.1% | -6.0% | -6.0% |
| 3M | +15.0% | +2.0% | +13.0% | +13.6% |
| 6M | +24.2% | +13.0% | +11.2% | +15.2% |
| YTD | +37.0% | +13.6% | +23.4% | +26.7% |
| 1Y | +42.4% | +20.1% | +22.3% | +27.3% |
| 3Y | +166.8% | +77.6% | +89.2% | +86.4% |
| 5Y | +238.9% | +82.4% | +156.4% | +130.4% |
| All | +106.5% | +188.8% | -82.2% | +1.9% |
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