+106.7%
IOO vs VOO
+81.6%
+25.1%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -0.9% | -0.4% | -0.5% | -0.5% |
| 30D | -1.9% | -1.4% | -0.6% | -0.6% |
| 3M | +4.2% | +3.7% | +0.4% | +0.5% |
| 6M | +14.6% | +13.0% | +1.5% | +1.7% |
| YTD | +13.5% | +12.4% | +1.0% | +1.3% |
| 1Y | +24.0% | +18.6% | +5.4% | +5.1% |
| 3Y | +94.9% | +78.1% | +16.8% | +12.7% |
| 5Y | +106.7% | +82.3% | +24.4% | +16.1% |
| All | +106.7% | +81.6% | +25.1% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling