-81.9%
IVR vs VOO
+324.3%
-406.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -0.7% | -0.4% | -0.3% | -0.3% |
| 30D | -2.5% | -1.4% | -1.1% | -1.1% |
| 3M | -6.6% | +3.7% | -10.3% | -10.4% |
| 6M | -4.9% | +13.0% | -17.9% | -16.8% |
| YTD | -4.9% | +12.4% | -17.4% | -16.5% |
| 1Y | +11.2% | +18.6% | -7.4% | -8.0% |
| 3Y | +15.9% | +78.1% | -62.1% | -39.2% |
| 5Y | -42.5% | +82.3% | -124.8% | -70.4% |
| All | -81.9% | +324.3% | -406.2% | -95.1% |
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 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