+86.8%
IOSP vs VOO
+325.3%
-238.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.7% |
| 7D | -0.8% | -0.8% | 0.0% | 0.0% |
| 30D | +0.1% | -1.1% | +1.2% | +1.2% |
| 3M | +8.6% | +3.9% | +4.7% | +4.0% |
| 6M | +35.3% | +13.6% | +21.6% | +17.4% |
| YTD | +23.2% | +12.7% | +10.5% | +7.8% |
| 1Y | +14.1% | +17.6% | -3.4% | -4.8% |
| 3Y | -6.1% | +77.3% | -83.5% | -50.2% |
| 5Y | +12.9% | +84.1% | -71.3% | -43.7% |
| All | +86.8% | +325.3% | -238.5% | -68.3% |
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