-95.4%
IVDA vs VOO
+79.1%
-174.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +11.1% | +0.5% | +10.6% | +10.4% |
| 30D | -3.2% | -0.9% | -2.3% | -1.7% |
| 3M | +3.4% | +3.9% | -0.4% | +0.3% |
| 6M | -3.2% | +14.5% | -17.8% | -14.0% |
| YTD | -64.3% | +13.0% | -77.2% | -67.6% |
| 1Y | -80.5% | +19.4% | -99.9% | -82.9% |
| 3Y | -95.4% | +78.9% | -174.2% | -96.2% |
| All | -95.4% | +79.1% | -174.5% | -96.2% |
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