+226.0%
IUS vs VOO
+196.9%
+29.0%
-34.7%
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% | +0.5% |
| 30D | +1.5% | -2.0% | +3.5% | +3.1% |
| 3M | +1.8% | -2.8% | +4.5% | +4.0% |
| 6M | +10.6% | +2.2% | +8.5% | +8.4% |
| YTD | +25.5% | +11.5% | +14.0% | +14.4% |
| 1Y | +28.5% | +13.5% | +15.0% | +15.4% |
| 3Y | +85.7% | +78.1% | +7.6% | +14.6% |
| 5Y | +94.4% | +73.1% | +21.2% | +22.1% |
| All | +226.0% | +196.9% | +29.0% | +39.3% |
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