-9.5%
IIIV vs VOO
+216.9%
-226.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.8% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | -26.0% | +0.1% | -26.1% | -26.3% |
| 3M | -16.4% | +2.0% | -18.4% | -19.1% |
| 6M | -30.0% | +13.0% | -43.0% | -40.6% |
| YTD | -34.1% | +13.6% | -47.7% | -44.4% |
| 1Y | -44.9% | +20.1% | -65.0% | -56.5% |
| 3Y | -31.3% | +77.6% | -108.9% | -67.6% |
| 5Y | -41.8% | +82.4% | -124.2% | -73.0% |
| All | -9.5% | +216.9% | -226.4% | -79.4% |
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