-6.2%
IOSP vs VOO
+72.6%
-78.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +2.8% | +2.6% | +0.2% | +0.8% |
| 30D | -17.2% | -2.0% | -15.2% | -16.2% |
| 3M | -14.4% | -2.8% | -11.6% | -12.9% |
| 6M | +2.1% | +2.2% | -0.1% | -0.4% |
| YTD | +6.3% | +11.5% | -5.3% | -3.6% |
| 1Y | +10.1% | +13.5% | -3.4% | -1.6% |
| 3Y | -18.1% | +78.1% | -96.2% | -49.0% |
| All | -6.2% | +72.6% | -78.7% | -41.0% |
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