+641.4%
IOSP vs VOO
+803.9%
-162.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.4% |
| 7D | 0.0% | +3.3% | -3.3% | -3.5% |
| 30D | -18.8% | -2.7% | -16.1% | -16.9% |
| 3M | -15.0% | -1.7% | -13.3% | -14.0% |
| 6M | -0.5% | +3.1% | -3.6% | -4.9% |
| YTD | +4.6% | +11.9% | -7.4% | -9.0% |
| 1Y | +8.2% | +12.1% | -3.8% | -6.0% |
| 3Y | -17.9% | +78.6% | -96.5% | -58.2% |
| 5Y | -8.8% | +73.8% | -82.6% | -53.1% |
| 10Y | +51.0% | +312.3% | -261.3% | -72.3% |
| All | +641.4% | +803.9% | -162.5% | -48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling