+104.9%
IIF vs VOO
+314.0%
-209.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -1.0% | +0.5% | -1.5% | -1.3% |
| 30D | -2.3% | -0.9% | -1.4% | -1.8% |
| 3M | +8.1% | +3.9% | +4.2% | +5.5% |
| 6M | 0.0% | +14.5% | -14.5% | -7.9% |
| YTD | -8.7% | +13.0% | -21.6% | -15.2% |
| 1Y | -9.1% | +19.4% | -28.5% | -18.5% |
| 3Y | +37.5% | +78.9% | -41.4% | -5.3% |
| 5Y | +39.7% | +82.3% | -42.6% | -6.1% |
| 10Y | +104.9% | +314.2% | -209.3% | -26.0% |
| All | +104.9% | +314.0% | -209.1% | -26.0% |
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