+55.6%
IOT vs VOO
+74.9%
-19.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.5% |
| 7D | -0.8% | -2.0% | +1.2% | +2.7% |
| 30D | -4.7% | -1.7% | -3.0% | -1.7% |
| 3M | +17.8% | +4.7% | +13.0% | +7.9% |
| 6M | +16.8% | +12.6% | +4.3% | -6.8% |
| YTD | +8.4% | +11.8% | -3.3% | -12.5% |
| 1Y | -0.8% | +17.5% | -18.3% | -26.6% |
| 3Y | +25.7% | +77.0% | -51.2% | -57.4% |
| All | +55.6% | +74.9% | -19.3% | -27.2% |
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