+1,051.8%
IUSG vs VOO
+812.0%
+239.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | +0.1% |
| 7D | +1.2% | +0.5% | +0.6% | +0.6% |
| 30D | -1.7% | -0.9% | -0.7% | -0.7% |
| 3M | +3.2% | +3.9% | -0.7% | -0.8% |
| 6M | +18.5% | +14.5% | +4.0% | +2.8% |
| YTD | +14.0% | +13.0% | +1.0% | +0.4% |
| 1Y | +20.5% | +19.4% | +1.1% | +0.2% |
| 3Y | +97.7% | +78.9% | +18.8% | +8.3% |
| 5Y | +82.1% | +82.3% | -0.2% | -1.0% |
| 10Y | +396.2% | +314.2% | +82.0% | +17.9% |
| All | +1,051.8% | +812.0% | +239.8% | +22.1% |
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 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