+192.7%
ISOU vs VOO
+271.5%
-78.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -1.0% |
| 7D | +2.0% | -0.9% | +2.9% | +3.3% |
| 30D | -8.9% | -2.3% | -6.5% | -5.4% |
| 3M | -24.9% | -1.2% | -23.7% | -23.1% |
| 6M | -37.7% | +3.3% | -41.1% | -39.3% |
| YTD | -9.6% | +12.3% | -21.9% | -20.5% |
| 1Y | -4.3% | +12.5% | -16.8% | -15.6% |
| 3Y | -17.7% | +79.2% | -96.9% | -59.9% |
| 5Y | -55.9% | +75.7% | -131.6% | -77.2% |
| All | +192.7% | +271.5% | -78.8% | +13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling