+108.9%
IVLU vs VOO
+82.3%
+26.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | +1.4% | +0.5% | +0.8% | +1.0% |
| 30D | +0.6% | -0.9% | +1.5% | +1.2% |
| 3M | +7.6% | +3.9% | +3.7% | +4.7% |
| 6M | +14.7% | +14.5% | +0.2% | +4.3% |
| YTD | +19.4% | +13.0% | +6.5% | +9.7% |
| 1Y | +30.6% | +19.4% | +11.2% | +15.4% |
| 3Y | +99.0% | +78.9% | +20.1% | +31.9% |
| 5Y | +108.9% | +82.3% | +26.6% | +34.4% |
| All | +108.9% | +82.3% | +26.5% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling