-100.0%
IVF vs VOO
+153.3%
-253.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -8.4% | +0.1% | -8.4% | -8.6% |
| 3M | -40.7% | +2.0% | -42.7% | -41.7% |
| 6M | -77.8% | +13.0% | -90.8% | -79.7% |
| YTD | -73.8% | +13.6% | -87.4% | -76.5% |
| 1Y | -97.1% | +20.1% | -117.2% | -97.5% |
| 3Y | -100.0% | +77.6% | -177.5% | -100.0% |
| 5Y | -100.0% | +82.4% | -182.4% | -100.0% |
| All | -100.0% | +153.3% | -253.3% | -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 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