+21.7%
ISMF vs VOO
+39.3%
-17.7%
-4.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.1% |
| 7D | +0.4% | -0.8% | +1.2% | +0.5% |
| 30D | +1.5% | -1.1% | +2.6% | +1.7% |
| 3M | +2.5% | +3.9% | -1.4% | +1.8% |
| 6M | +5.3% | +13.6% | -8.3% | +3.0% |
| YTD | +9.0% | +12.7% | -3.7% | +6.8% |
| 1Y | +18.0% | +17.6% | +0.4% | +14.8% |
| All | +21.7% | +39.3% | -17.7% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling