+353.2%
IOO vs VOO
+321.7%
+31.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.3% |
| 7D | -2.1% | -2.0% | -0.1% | -0.2% |
| 30D | -1.6% | -1.7% | +0.1% | 0.0% |
| 3M | +5.6% | +4.7% | +0.8% | +1.0% |
| 6M | +14.1% | +12.6% | +1.6% | +2.1% |
| YTD | +13.1% | +11.8% | +1.4% | +1.9% |
| 1Y | +23.2% | +17.5% | +5.7% | +5.8% |
| 3Y | +94.3% | +77.0% | +17.3% | +13.8% |
| 5Y | +107.9% | +82.6% | +25.3% | +17.9% |
| All | +353.2% | +321.7% | +31.5% | +19.1% |
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