+538.1%
IVOG vs VOO
+817.1%
-279.0%
-39.3%
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% | +0.6% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -1.5% | +0.1% | -1.6% | -1.6% |
| 3M | -1.6% | +2.0% | -3.7% | -3.6% |
| 6M | +7.7% | +13.0% | -5.3% | -4.9% |
| YTD | +17.6% | +13.6% | +4.1% | +3.3% |
| 1Y | +18.8% | +20.1% | -1.3% | -1.4% |
| 3Y | +51.7% | +77.6% | -25.9% | -15.3% |
| 5Y | +42.4% | +82.4% | -40.0% | -22.3% |
| 10Y | +179.0% | +316.8% | -137.8% | -34.6% |
| All | +538.1% | +817.1% | -279.0% | -31.4% |
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 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