+516.6%
IJK vs VOO
+802.4%
-285.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | -2.5% | -2.0% | -0.5% | -0.4% |
| 30D | -5.8% | -1.7% | -4.1% | -4.1% |
| 3M | -0.3% | +4.7% | -5.0% | -5.1% |
| 6M | +7.6% | +12.6% | -5.0% | -5.2% |
| YTD | +14.4% | +11.8% | +2.6% | +1.6% |
| 1Y | +16.1% | +17.5% | -1.4% | -2.3% |
| 3Y | +52.3% | +77.0% | -24.7% | -17.1% |
| 5Y | +41.4% | +82.6% | -41.2% | -25.3% |
| 10Y | +179.4% | +320.0% | -140.5% | -39.8% |
| All | +516.6% | +802.4% | -285.7% | -44.9% |
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