-65.2%
IVA vs VOO
+165.8%
-231.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -2.1% | +0.5% | -2.6% | -2.3% |
| 30D | -2.7% | -0.9% | -1.8% | -2.3% |
| 3M | +19.4% | +3.9% | +15.5% | +17.6% |
| 6M | -23.8% | +14.5% | -38.4% | -27.7% |
| YTD | +0.4% | +13.0% | -12.5% | -4.2% |
| 1Y | -13.0% | +19.4% | -32.5% | -18.3% |
| 3Y | +31.9% | +78.9% | -46.9% | +13.3% |
| 5Y | -66.0% | +82.3% | -148.3% | -69.9% |
| All | -65.2% | +165.8% | -231.0% | -80.3% |
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