+518.3%
IVOG vs VOO
+798.5%
-280.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.3% |
| 1Y | +15.5% | +13.4% | +2.1% | +1.7% |
| 3Y | +60.9% | +80.3% | -19.4% | -11.5% |
| 5Y | +31.3% | +72.7% | -41.4% | -24.2% |
| 10Y | +182.5% | +310.0% | -127.5% | -32.6% |
| All | +518.3% | +798.5% | -280.2% | -32.1% |
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