+153.0%
IJS vs VOO
+309.9%
-156.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | -1.9% | -2.7% | +0.8% | +0.8% |
| 30D | +1.0% | -5.4% | +6.4% | +6.6% |
| 3M | -5.1% | -4.1% | -1.0% | -1.2% |
| 6M | +0.9% | +0.7% | +0.2% | -0.2% |
| YTD | +15.7% | +8.7% | +7.0% | +6.0% |
| 1Y | +21.2% | +11.0% | +10.2% | +8.8% |
| 3Y | +54.8% | +75.5% | -20.6% | -11.5% |
| 5Y | +27.6% | +68.4% | -40.8% | -24.2% |
| All | +153.0% | +309.9% | -156.9% | -42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling