+202.0%
IVE vs VOO
+314.0%
-112.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -0.2% | +0.5% | -0.7% | -0.6% |
| 30D | -0.2% | -0.9% | +0.8% | +0.7% |
| 3M | +4.6% | +3.9% | +0.7% | +1.0% |
| 6M | +9.7% | +14.5% | -4.8% | -2.9% |
| YTD | +11.9% | +13.0% | -1.1% | +0.2% |
| 1Y | +18.0% | +19.4% | -1.4% | +0.5% |
| 3Y | +54.6% | +78.9% | -24.2% | -9.2% |
| 5Y | +72.4% | +82.3% | -9.9% | -1.3% |
| 10Y | +202.0% | +314.2% | -112.2% | -22.3% |
| All | +202.0% | +314.0% | -112.0% | -22.3% |
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