-46.3%
ISUL vs VOO
+13.7%
-59.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +5.0% |
| 7D | -5.5% | -2.0% | -3.5% | -1.8% |
| 30D | -20.4% | -1.7% | -18.8% | -17.7% |
| 3M | -29.8% | +4.7% | -34.5% | -35.1% |
| 6M | -51.9% | +12.6% | -64.5% | -61.8% |
| YTD | -65.7% | +11.8% | -77.4% | -72.0% |
| All | -46.3% | +13.7% | -59.9% | -57.7% |
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