+50.8%
IFV vs VOO
+368.9%
-318.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.8% |
| 7D | 0.0% | +3.3% | -3.3% | -2.7% |
| 30D | -1.3% | -2.7% | +1.4% | +0.9% |
| 3M | -8.0% | -1.7% | -6.2% | -6.6% |
| 6M | -13.4% | +3.1% | -16.5% | -15.6% |
| YTD | -2.1% | +11.9% | -14.1% | -10.9% |
| 1Y | -1.2% | +12.1% | -13.2% | -10.1% |
| 3Y | +43.3% | +78.6% | -35.3% | -14.1% |
| 5Y | +14.8% | +73.8% | -59.0% | -30.4% |
| 10Y | +77.7% | +312.3% | -234.6% | -53.3% |
| All | +50.8% | +368.9% | -318.1% | -64.3% |
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