+113.9%
IVAL vs VOO
+315.3%
-201.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.2% | -0.4% | +0.5% | +0.5% |
| 30D | +1.5% | -1.4% | +2.8% | +2.5% |
| 3M | +7.3% | +3.7% | +3.6% | +4.2% |
| 6M | +10.6% | +13.0% | -2.5% | +0.4% |
| YTD | +19.9% | +12.4% | +7.4% | +9.2% |
| 1Y | +25.2% | +18.6% | +6.6% | +9.5% |
| 3Y | +72.0% | +78.1% | -6.0% | +8.2% |
| 5Y | +66.2% | +82.3% | -16.0% | +1.7% |
| 10Y | +113.9% | +322.5% | -208.6% | -30.9% |
| All | +113.9% | +315.3% | -201.4% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling