+526.1%
IVOO vs VOO
+817.1%
-291.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.6% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -1.5% | +0.1% | -1.5% | -1.5% |
| 3M | +0.8% | +2.0% | -1.2% | -1.4% |
| 6M | +7.6% | +13.0% | -5.4% | -5.5% |
| YTD | +15.5% | +13.6% | +1.9% | +0.9% |
| 1Y | +16.9% | +20.1% | -3.2% | -3.7% |
| 3Y | +48.2% | +77.6% | -29.3% | -19.3% |
| 5Y | +47.9% | +82.4% | -34.5% | -21.7% |
| 10Y | +178.2% | +316.8% | -138.6% | -37.9% |
| All | +526.1% | +817.1% | -291.0% | -32.2% |
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