-68.9%
IVR vs VOO
+817.1%
-886.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.8% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -1.5% | +0.1% | -1.6% | -1.6% |
| 3M | -4.1% | +2.0% | -6.1% | -6.2% |
| 6M | -5.3% | +13.0% | -18.3% | -16.2% |
| YTD | -3.4% | +13.6% | -17.0% | -15.1% |
| 1Y | +11.1% | +20.1% | -9.0% | -7.7% |
| 3Y | +12.6% | +77.6% | -64.9% | -36.9% |
| 5Y | -42.2% | +82.4% | -124.7% | -68.1% |
| 10Y | -81.9% | +316.8% | -398.7% | -95.0% |
| All | -68.9% | +817.1% | -886.0% | -95.6% |
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