+28.3%
IVAL vs VOO
+20.9%
+7.4%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +2.5% | +0.1% | +2.4% | +2.4% |
| 3M | +6.3% | +2.0% | +4.3% | +4.8% |
| 6M | +8.4% | +13.0% | -4.7% | -2.2% |
| YTD | +20.6% | +13.6% | +7.0% | +8.3% |
| 1Y | +28.3% | +20.1% | +8.2% | +10.9% |
| All | +28.3% | +20.9% | +7.4% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling