-44.2%
ISUL vs VOO
+15.5%
-59.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.2% |
| 7D | -3.4% | +0.1% | -3.5% | -3.6% |
| 30D | -5.7% | +0.1% | -5.8% | -5.7% |
| 3M | -29.5% | +2.0% | -31.5% | -31.7% |
| 6M | -53.2% | +13.0% | -66.3% | -63.1% |
| YTD | -64.4% | +13.6% | -78.0% | -71.8% |
| All | -44.2% | +15.5% | -59.8% | -57.5% |
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