-99.9%
IVF vs VOO
+78.4%
-178.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.3% | +7.5% | +9.3% |
| 7D | +28.4% | +0.1% | +28.3% | +28.4% |
| 30D | -19.3% | -3.3% | -16.0% | -18.9% |
| 3M | -44.6% | -2.4% | -42.2% | -44.4% |
| 6M | -65.8% | +2.6% | -68.4% | -66.0% |
| YTD | -84.4% | +11.3% | -95.7% | -85.1% |
| 1Y | -97.3% | +13.4% | -110.7% | -97.4% |
| 3Y | -99.9% | +80.3% | -180.2% | -100.0% |
| All | -99.9% | +78.4% | -178.4% | -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 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