-99.7%
IVDA vs VOO
+806.9%
-906.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.7% | +4.3% |
| 7D | -4.5% | -0.9% | -3.6% | -3.6% |
| 30D | -22.2% | -2.3% | -19.9% | -20.7% |
| 3M | -30.0% | -1.2% | -28.8% | -28.8% |
| 6M | -34.4% | +3.3% | -37.7% | -34.7% |
| YTD | -75.0% | +12.3% | -87.3% | -76.1% |
| 1Y | -75.0% | +12.5% | -87.5% | -76.0% |
| 3Y | -96.1% | +79.2% | -175.3% | -97.0% |
| 5Y | -99.7% | +75.7% | -175.3% | -99.7% |
| 10Y | -98.7% | +313.7% | -412.4% | -99.3% |
| All | -99.7% | +806.9% | -906.6% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling