-20.5%
ISOU vs VOO
+75.5%
-96.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +5.2% |
| 7D | -3.8% | -2.7% | -1.1% | +0.8% |
| 30D | -14.2% | -5.4% | -8.8% | -5.0% |
| 3M | -18.1% | -4.1% | -14.0% | -11.1% |
| 6M | -32.1% | +0.7% | -32.9% | -31.5% |
| YTD | -8.4% | +8.7% | -17.1% | -17.8% |
| 1Y | +3.0% | +11.0% | -8.0% | -9.9% |
| 3Y | -20.5% | +75.5% | -96.0% | -65.3% |
| All | -20.5% | +75.5% | -96.0% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling