+20.1%
IUSB vs VOO
+317.9%
-297.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.3% | 0.0% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | +1.9% | -3.3% | +5.2% | +2.0% |
| 3M | -0.5% | -2.4% | +1.9% | -0.4% |
| 6M | -1.0% | +2.6% | -3.6% | -1.1% |
| YTD | -0.3% | +11.3% | -11.5% | -0.8% |
| 1Y | 0.0% | +13.4% | -13.4% | -0.6% |
| 3Y | +16.4% | +80.3% | -63.9% | +13.1% |
| 5Y | +0.3% | +72.7% | -72.4% | -2.9% |
| 10Y | +20.1% | +310.0% | -290.0% | +16.2% |
| All | +20.1% | +317.9% | -297.8% | +16.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling