+0.4%
IUSB vs VOO
+72.6%
-72.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.4% | +2.6% | -4.0% | -1.6% |
| 30D | +0.5% | -2.0% | +2.5% | +0.7% |
| 3M | -1.7% | -2.8% | +1.0% | -1.5% |
| 6M | -1.5% | +2.2% | -3.7% | -1.8% |
| YTD | -1.3% | +11.5% | -12.9% | -2.4% |
| 1Y | -0.9% | +13.5% | -14.4% | -2.1% |
| 3Y | +14.9% | +78.1% | -63.2% | +8.0% |
| All | +0.4% | +72.6% | -72.2% | -7.2% |
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 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