+19.6%
IVA vs VOO
+77.0%
-57.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.3% | -4.4% |
| 7D | -8.4% | -0.4% | -8.1% | -8.2% |
| 30D | -6.3% | -1.4% | -4.9% | -5.3% |
| 3M | +12.1% | +3.7% | +8.4% | +8.9% |
| 6M | -30.3% | +13.0% | -43.3% | -36.4% |
| YTD | -4.3% | +12.4% | -16.7% | -12.6% |
| 1Y | -17.0% | +18.6% | -35.6% | -26.3% |
| All | +19.6% | +77.0% | -57.4% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling