+1.6%
IIIV vs VOO
+212.3%
-210.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.5% |
| 7D | -3.7% | +3.3% | -7.0% | -7.3% |
| 30D | +16.3% | -2.7% | +19.0% | +19.5% |
| 3M | +12.7% | -1.7% | +14.4% | +14.4% |
| 6M | -1.4% | +3.1% | -4.5% | -6.3% |
| YTD | -26.0% | +11.9% | -37.9% | -36.7% |
| 1Y | -36.4% | +12.1% | -48.5% | -45.7% |
| 3Y | -2.6% | +78.6% | -81.2% | -54.8% |
| 5Y | -15.2% | +73.8% | -89.0% | -58.5% |
| All | +1.6% | +212.3% | -210.8% | -76.6% |
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