+149.1%
IVLU vs VOO
+331.1%
-182.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +2.0% | -0.6% | +2.6% | +2.4% |
| 30D | +1.3% | -3.6% | +5.0% | +4.1% |
| 3M | -2.7% | -2.7% | 0.0% | -0.7% |
| 6M | +3.3% | +2.2% | +1.0% | +1.6% |
| YTD | +14.6% | +10.9% | +3.7% | +6.2% |
| 1Y | +21.1% | +11.3% | +9.7% | +11.9% |
| 3Y | +94.9% | +76.9% | +18.0% | +27.2% |
| 5Y | +102.2% | +73.5% | +28.7% | +32.6% |
| 10Y | +177.3% | +307.7% | -130.4% | +0.9% |
| All | +149.1% | +331.1% | -182.0% | -13.6% |
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