+326.0%
ISOU vs VOO
+271.9%
+54.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.4% | +4.6% |
| 7D | +9.2% | -0.4% | +9.6% | +9.7% |
| 30D | +11.0% | -1.4% | +12.4% | +13.3% |
| 3M | +26.0% | +3.7% | +22.3% | +20.4% |
| 6M | +10.9% | +13.0% | -2.1% | -4.4% |
| YTD | +31.6% | +12.4% | +19.2% | +14.8% |
| 1Y | +36.3% | +18.6% | +17.7% | +11.3% |
| 3Y | +8.9% | +78.1% | -69.1% | -47.0% |
| 5Y | -2.4% | +82.3% | -84.7% | -51.7% |
| All | +326.0% | +271.9% | +54.2% | +64.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling