+182.5%
IVOG vs VOO
+317.9%
-135.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.2% | +1.1% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -2.0% | -3.3% | +1.3% | +1.5% |
| 3M | -6.3% | -2.4% | -3.9% | -3.9% |
| 6M | -2.0% | +2.6% | -4.6% | -4.5% |
| YTD | +14.0% | +11.3% | +2.7% | +2.4% |
| 1Y | +15.5% | +13.4% | +2.1% | +1.8% |
| 3Y | +60.9% | +80.3% | -19.4% | -10.8% |
| 5Y | +31.3% | +72.7% | -41.4% | -23.9% |
| 10Y | +182.5% | +310.0% | -127.5% | -31.3% |
| All | +182.5% | +317.9% | -135.4% | -31.3% |
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