-8.0%
IIF vs VOO
+9.9%
-18.0%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.1% |
| 7D | +7.2% | -2.7% | +10.0% | +8.8% |
| 30D | +8.6% | -5.4% | +14.0% | +12.3% |
| 3M | -1.3% | -4.1% | +2.7% | +1.0% |
| 6M | +2.0% | +0.7% | +1.3% | +0.4% |
| YTD | -8.1% | +8.7% | -16.9% | -15.9% |
| 1Y | -8.0% | +11.0% | -19.0% | -16.1% |
| All | -8.0% | +9.9% | -18.0% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling