+11.2%
IOSP vs VOO
+81.6%
-70.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | -0.2% | -0.4% | +0.2% | +0.1% |
| 30D | +0.7% | -1.4% | +2.1% | +1.8% |
| 3M | +13.0% | +3.7% | +9.2% | +9.4% |
| 6M | +32.5% | +13.0% | +19.5% | +19.5% |
| YTD | +23.7% | +12.4% | +11.3% | +11.9% |
| 1Y | +14.7% | +18.6% | -3.9% | -0.9% |
| 3Y | -4.8% | +78.1% | -82.9% | -40.7% |
| 5Y | +11.2% | +82.3% | -71.1% | -33.1% |
| All | +11.2% | +81.6% | -70.4% | -33.1% |
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