+156.5%
IJS vs VOO
+316.2%
-159.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | +4.2% | +2.0% | +2.2% | +2.0% |
| 6M | +12.3% | +13.0% | -0.8% | -1.0% |
| YTD | +21.6% | +13.6% | +8.1% | +6.8% |
| 1Y | +26.4% | +20.1% | +6.3% | +5.0% |
| 3Y | +49.2% | +77.6% | -28.4% | -15.7% |
| 5Y | +45.7% | +82.4% | -36.8% | -20.1% |
| All | +156.5% | +316.2% | -159.7% | -42.6% |
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