-82.4%
IVR vs VOO
+321.7%
-404.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | -2.7% | -2.0% | -0.7% | -0.6% |
| 30D | -5.7% | -1.7% | -4.1% | -4.1% |
| 3M | -8.3% | +4.7% | -13.0% | -12.9% |
| 6M | -9.5% | +12.6% | -22.1% | -20.5% |
| YTD | -7.3% | +11.8% | -19.1% | -18.1% |
| 1Y | +9.5% | +17.5% | -8.1% | -8.5% |
| 3Y | +13.0% | +77.0% | -64.0% | -40.4% |
| 5Y | -43.3% | +82.6% | -125.8% | -70.8% |
| All | -82.4% | +321.7% | -404.1% | -95.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling