+92.8%
ISVL vs VOO
+110.3%
-17.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +3.8% | +0.1% | +3.7% | +3.7% |
| 3M | +8.1% | +2.0% | +6.1% | +6.4% |
| 6M | +12.1% | +13.0% | -1.0% | +2.1% |
| YTD | +18.5% | +13.6% | +5.0% | +7.6% |
| 1Y | +29.4% | +20.1% | +9.4% | +12.5% |
| 3Y | +92.8% | +77.6% | +15.2% | +22.5% |
| 5Y | +74.3% | +82.4% | -8.1% | +7.2% |
| All | +92.8% | +110.3% | -17.6% | +4.1% |
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