+82.8%
IFV vs VOO
+321.7%
-238.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -1.2% | -2.0% | +0.8% | +0.5% |
| 30D | -0.5% | -1.7% | +1.2% | +0.9% |
| 3M | -2.2% | +4.7% | -7.0% | -5.9% |
| 6M | +0.3% | +12.6% | -12.2% | -8.8% |
| YTD | +5.2% | +11.8% | -6.6% | -3.9% |
| 1Y | +9.8% | +17.5% | -7.8% | -3.8% |
| 3Y | +52.6% | +77.0% | -24.4% | -6.8% |
| 5Y | +23.4% | +82.6% | -59.2% | -27.8% |
| All | +82.8% | +321.7% | -238.9% | -53.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling