+97.9%
IUS vs VOO
+80.3%
+17.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | -2.5% | -2.0% | -0.5% | -0.8% |
| 30D | -1.2% | -1.7% | +0.5% | +0.2% |
| 3M | +7.4% | +4.7% | +2.7% | +3.2% |
| 6M | +17.3% | +12.6% | +4.8% | +5.9% |
| YTD | +21.3% | +11.8% | +9.5% | +10.1% |
| 1Y | +28.5% | +17.5% | +10.9% | +11.7% |
| 3Y | +75.8% | +77.0% | -1.2% | +6.5% |
| 5Y | +97.9% | +82.6% | +15.3% | +15.1% |
| All | +97.9% | +80.3% | +17.6% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling