-48.8%
IIIV vs VOO
+19.5%
-68.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -4.0% | -4.3% |
| 7D | -0.9% | +0.5% | -1.5% | -1.1% |
| 30D | -9.3% | -0.9% | -8.3% | -8.9% |
| 3M | -19.8% | +3.9% | -23.7% | -21.5% |
| 6M | -32.6% | +14.5% | -47.1% | -38.6% |
| YTD | -37.1% | +13.0% | -50.0% | -41.7% |
| 1Y | -48.8% | +19.4% | -68.2% | -57.0% |
| All | -48.8% | +19.5% | -68.3% | -57.0% |
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