+154.6%
IVOV vs VOO
+309.6%
-155.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +2.0% | +2.6% | -0.6% | -0.6% |
| 30D | +4.6% | -2.0% | +6.6% | +6.6% |
| 3M | -2.9% | -2.8% | -0.1% | -0.2% |
| 6M | +5.9% | +2.2% | +3.7% | +3.2% |
| YTD | +12.4% | +11.5% | +0.9% | 0.0% |
| 1Y | +16.5% | +13.5% | +3.0% | +1.8% |
| 3Y | +58.1% | +78.1% | -20.0% | -13.6% |
| 5Y | +42.3% | +73.1% | -30.8% | -20.0% |
| All | +154.6% | +309.6% | -155.0% | -43.4% |
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 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