-70.4%
IVA vs VOO
+80.3%
-150.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -6.7% |
| 7D | -14.5% | -2.0% | -12.5% | -13.8% |
| 30D | -12.3% | -1.7% | -10.6% | -11.7% |
| 3M | +9.5% | +4.7% | +4.8% | +7.7% |
| 6M | -37.1% | +12.6% | -49.6% | -39.5% |
| YTD | -11.0% | +11.8% | -22.7% | -14.3% |
| 1Y | -25.1% | +17.5% | -42.7% | -28.7% |
| 3Y | +16.9% | +77.0% | -60.0% | +6.8% |
| 5Y | -70.4% | +82.6% | -153.0% | -72.2% |
| All | -70.4% | +80.3% | -150.8% | -72.2% |
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