+177.4%
IIF vs VOO
+777.9%
-600.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.1% |
| 7D | +7.2% | -2.7% | +10.0% | +9.2% |
| 30D | +8.6% | -5.4% | +14.0% | +12.8% |
| 3M | -1.3% | -4.1% | +2.7% | +1.4% |
| 6M | +2.0% | +0.7% | +1.3% | +1.2% |
| YTD | -8.1% | +8.7% | -16.9% | -13.7% |
| 1Y | -8.0% | +11.0% | -19.0% | -14.9% |
| 3Y | +43.2% | +75.5% | -32.3% | -7.0% |
| 5Y | +39.6% | +68.4% | -28.7% | -7.9% |
| 10Y | +117.2% | +315.7% | -198.5% | -37.2% |
| All | +177.4% | +777.9% | -600.5% | -65.3% |
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