-13.6%
IIIV vs VOO
+215.1%
-228.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -4.0% | -3.9% |
| 7D | -0.9% | +0.5% | -1.5% | -1.6% |
| 30D | -9.3% | -0.9% | -8.3% | -8.3% |
| 3M | -19.8% | +3.9% | -23.7% | -24.0% |
| 6M | -32.6% | +14.5% | -47.1% | -43.7% |
| YTD | -37.1% | +13.0% | -50.0% | -46.5% |
| 1Y | -48.8% | +19.4% | -68.2% | -59.3% |
| 3Y | -29.5% | +78.9% | -108.4% | -67.1% |
| 5Y | -44.1% | +82.3% | -126.3% | -74.0% |
| All | -13.6% | +215.1% | -228.8% | -80.2% |
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