+511.2%
IVOO vs VOO
+803.9%
-292.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -0.8% |
| 7D | +3.0% | +3.3% | -0.3% | -0.4% |
| 30D | +0.8% | -2.7% | +3.5% | +3.7% |
| 3M | -5.1% | -1.7% | -3.4% | -3.5% |
| 6M | +1.3% | +3.1% | -1.8% | -2.1% |
| YTD | +12.8% | +11.9% | +0.8% | -0.1% |
| 1Y | +14.1% | +12.1% | +2.1% | +1.0% |
| 3Y | +58.0% | +78.6% | -20.5% | -14.6% |
| 5Y | +37.0% | +73.8% | -36.8% | -23.7% |
| 10Y | +173.6% | +312.3% | -138.6% | -38.3% |
| All | +511.2% | +803.9% | -292.6% | -32.9% |
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