+534.3%
IUSV vs VOO
+802.4%
-268.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -2.2% | -2.0% | -0.2% | -0.4% |
| 30D | -1.5% | -1.7% | +0.2% | 0.0% |
| 3M | +4.1% | +4.7% | -0.7% | -0.4% |
| 6M | +9.1% | +12.6% | -3.4% | -2.4% |
| YTD | +10.9% | +11.8% | -0.8% | -0.3% |
| 1Y | +17.3% | +17.5% | -0.2% | +0.6% |
| 3Y | +53.4% | +77.0% | -23.6% | -11.3% |
| 5Y | +72.2% | +82.6% | -10.3% | -4.3% |
| 10Y | +207.7% | +320.0% | -112.3% | -26.0% |
| All | +534.3% | +802.4% | -268.1% | -32.4% |
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