+34.9%
IVES vs VOO
+18.9%
+16.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.9% |
| 7D | +3.5% | -0.4% | +3.8% | +4.2% |
| 30D | +2.3% | -1.4% | +3.7% | +5.1% |
| 3M | +7.9% | +3.7% | +4.1% | +1.1% |
| 6M | +31.1% | +13.0% | +18.1% | +6.5% |
| YTD | +26.0% | +12.4% | +13.6% | +3.6% |
| 1Y | +34.9% | +18.6% | +16.3% | +0.2% |
| All | +34.9% | +18.9% | +16.1% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling