-96.2%
IVDA vs VOO
+78.8%
-175.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.3% | -6.9% | -6.8% |
| 7D | -7.3% | -0.6% | -6.7% | -5.8% |
| 30D | -24.4% | -3.6% | -20.8% | -20.1% |
| 3M | -32.0% | -2.7% | -29.3% | -28.4% |
| 6M | -38.2% | +2.2% | -40.4% | -37.9% |
| YTD | -75.7% | +10.9% | -86.6% | -77.4% |
| 1Y | -77.3% | +11.3% | -88.7% | -78.9% |
| 3Y | -96.2% | +76.9% | -173.1% | -96.0% |
| All | -96.2% | +78.8% | -175.0% | -96.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling