+190.2%
ISOU vs VOO
+266.8%
-76.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.3% | -8.7% | -8.5% |
| 7D | +1.2% | -0.6% | +1.8% | +2.0% |
| 30D | -12.2% | -3.6% | -8.5% | -7.1% |
| 3M | -24.4% | -2.7% | -21.6% | -20.7% |
| 6M | -32.3% | +2.2% | -34.5% | -33.0% |
| YTD | -10.3% | +10.9% | -21.2% | -19.7% |
| 1Y | -8.1% | +11.3% | -19.4% | -17.8% |
| 3Y | -18.4% | +76.9% | -95.3% | -59.5% |
| 5Y | -56.0% | +73.5% | -129.5% | -76.9% |
| All | +190.2% | +266.8% | -76.6% | +14.7% |
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