+3.9%
IIIV vs VOO
+203.4%
-199.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.8% |
| 7D | +8.5% | -2.7% | +11.2% | +11.7% |
| 30D | +26.9% | -5.4% | +32.2% | +34.7% |
| 3M | -13.2% | -4.1% | -9.1% | -9.5% |
| 6M | -13.3% | +0.7% | -14.1% | -15.4% |
| YTD | -24.3% | +8.7% | -33.0% | -33.0% |
| 1Y | -35.4% | +11.0% | -46.4% | -44.3% |
| 3Y | -3.1% | +75.5% | -78.6% | -54.2% |
| 5Y | -15.2% | +68.4% | -83.5% | -56.9% |
| All | +3.9% | +203.4% | -199.4% | -75.2% |
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 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