+44.1%
IIF vs VOO
+75.1%
-31.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.3% |
| 7D | +6.8% | -0.9% | +7.7% | +7.2% |
| 30D | +13.2% | -2.3% | +15.6% | +14.5% |
| 3M | +1.9% | -1.2% | +3.0% | +2.4% |
| 6M | +8.6% | +3.3% | +5.3% | +6.7% |
| YTD | -4.5% | +12.3% | -16.8% | -10.0% |
| 1Y | -4.4% | +12.5% | -16.9% | -10.0% |
| 3Y | +46.9% | +79.2% | -32.3% | +9.2% |
| 5Y | +44.1% | +75.7% | -31.6% | +7.9% |
| All | +44.1% | +75.1% | -31.1% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling