-39.5%
IOYY vs VOO
+10.0%
-49.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.9% |
| 7D | -0.2% | -2.7% | +2.5% | +1.8% |
| 30D | -5.5% | -5.4% | -0.2% | -1.4% |
| 3M | -12.3% | -4.1% | -8.3% | -9.6% |
| 6M | -18.2% | +0.7% | -19.0% | -19.4% |
| YTD | -31.6% | +8.7% | -40.3% | -37.4% |
| 1Y | -41.7% | +11.0% | -52.6% | -47.6% |
| All | -39.5% | +10.0% | -49.5% | -45.3% |
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 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