+123.2%
IIF vs VOO
+317.9%
-194.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +1.9% |
| 7D | +9.1% | +0.1% | +9.0% | +8.9% |
| 30D | +13.0% | -3.3% | +16.3% | +15.1% |
| 3M | +1.5% | -2.4% | +3.9% | +2.9% |
| 6M | +5.5% | +2.6% | +2.9% | +3.7% |
| YTD | -5.1% | +11.3% | -16.4% | -11.2% |
| 1Y | -4.4% | +13.4% | -17.8% | -11.6% |
| 3Y | +48.2% | +80.3% | -32.1% | +1.5% |
| 5Y | +43.9% | +72.7% | -28.8% | +0.4% |
| 10Y | +123.2% | +310.0% | -186.9% | -20.8% |
| All | +123.2% | +317.9% | -194.7% | -20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling