-15.6%
IIIV vs VOO
+72.6%
-88.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.8% |
| 7D | -0.8% | +2.6% | -3.4% | -3.5% |
| 30D | +18.3% | -2.0% | +20.2% | +20.3% |
| 3M | +13.7% | -2.8% | +16.5% | +16.6% |
| 6M | +0.1% | +2.2% | -2.1% | -3.4% |
| YTD | -24.9% | +11.5% | -36.5% | -34.8% |
| 1Y | -33.7% | +13.5% | -47.2% | -43.6% |
| 3Y | -0.5% | +78.1% | -78.6% | -53.0% |
| All | -15.6% | +72.6% | -88.2% | -56.3% |
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 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