+220.9%
IUS vs VOO
+202.4%
+18.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +0.2% | +0.1% | 0.0% | +0.1% |
| 30D | +1.4% | +0.1% | +1.3% | +1.3% |
| 3M | +6.3% | +2.0% | +4.3% | +4.4% |
| 6M | +17.4% | +13.0% | +4.3% | +6.0% |
| YTD | +23.6% | +13.6% | +10.0% | +11.1% |
| 1Y | +30.9% | +20.1% | +10.9% | +12.4% |
| 3Y | +77.0% | +77.6% | -0.5% | +9.7% |
| 5Y | +97.2% | +82.4% | +14.7% | +18.9% |
| All | +220.9% | +202.4% | +18.5% | +35.3% |
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