+309.7%
ISOU vs VOO
+273.6%
+36.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.6% |
| 7D | +7.7% | +0.5% | +7.1% | +6.8% |
| 30D | +10.6% | -0.9% | +11.5% | +12.1% |
| 3M | +10.9% | +3.9% | +7.0% | +5.8% |
| 6M | +13.3% | +14.5% | -1.3% | -4.0% |
| YTD | +26.6% | +13.0% | +13.6% | +9.7% |
| 1Y | +34.9% | +19.4% | +15.5% | +9.1% |
| 3Y | +4.7% | +78.9% | -74.1% | -49.4% |
| 5Y | -8.9% | +82.3% | -91.2% | -55.0% |
| All | +309.7% | +273.6% | +36.1% | +56.8% |
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