-99.0%
IVDA vs VOO
+309.6%
-408.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | 0.0% | +2.6% | -2.6% | -1.5% |
| 30D | -13.0% | -2.0% | -11.1% | -11.4% |
| 3M | -62.3% | -2.8% | -59.5% | -61.2% |
| 6M | -28.6% | +2.2% | -30.7% | -28.4% |
| YTD | -76.2% | +11.5% | -87.7% | -77.2% |
| 1Y | -76.2% | +13.5% | -89.7% | -77.4% |
| 3Y | -96.1% | +78.1% | -174.2% | -97.0% |
| 5Y | -99.7% | +73.1% | -172.8% | -99.8% |
| All | -99.0% | +309.6% | -408.7% | -98.8% |
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