+82.4%
ISVL vs VOO
+106.5%
-24.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +2.6% | +2.6% | 0.0% | +0.6% |
| 30D | -0.7% | -2.0% | +1.3% | +0.7% |
| 3M | -3.1% | -2.8% | -0.3% | -1.1% |
| 6M | +2.8% | +2.2% | +0.7% | +1.0% |
| YTD | +12.2% | +11.5% | +0.7% | +3.1% |
| 1Y | +19.6% | +13.5% | +6.1% | +8.5% |
| 3Y | +90.2% | +78.1% | +12.2% | +20.5% |
| 5Y | +67.2% | +73.1% | -6.0% | +7.1% |
| All | +82.4% | +106.5% | -24.1% | -0.2% |
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