+25.8%
ISOU vs VOO
+17.3%
+8.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.6% | -7.0% | -6.0% |
| 7D | -0.9% | -2.0% | +1.1% | +4.5% |
| 30D | +1.0% | -1.7% | +2.7% | +5.7% |
| 3M | +18.9% | +4.7% | +14.2% | +5.4% |
| 6M | -1.5% | +12.6% | -14.1% | -25.0% |
| YTD | +21.6% | +11.8% | +9.9% | -6.1% |
| 1Y | +25.8% | +17.5% | +8.3% | -8.5% |
| All | +25.8% | +17.3% | +8.5% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling