-100.0%
IVF vs VOO
+148.7%
-248.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.9% |
| 7D | +21.5% | +2.6% | +18.9% | +19.7% |
| 30D | +10.2% | -2.0% | +12.2% | +11.9% |
| 3M | -33.0% | -2.8% | -30.2% | -31.7% |
| 6M | -58.7% | +2.2% | -60.9% | -59.5% |
| YTD | -82.7% | +11.5% | -94.3% | -84.3% |
| 1Y | -96.7% | +13.5% | -110.2% | -97.1% |
| 3Y | -100.0% | +78.1% | -178.1% | -100.0% |
| 5Y | -100.0% | +73.1% | -173.1% | -100.0% |
| All | -100.0% | +148.7% | -248.7% | -100.0% |
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 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