+127.5%
IVT vs VOO
+325.3%
-197.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.8% |
| 7D | -2.4% | -0.8% | -1.6% | -2.1% |
| 30D | -4.2% | -1.1% | -3.1% | -3.9% |
| 3M | -8.4% | +3.9% | -12.3% | -9.6% |
| 6M | +4.8% | +13.6% | -8.8% | +0.2% |
| YTD | +14.7% | +12.7% | +1.9% | +9.8% |
| 1Y | +9.8% | +17.6% | -7.8% | +3.6% |
| 3Y | +46.4% | +77.3% | -31.0% | +20.9% |
| 5Y | +2,843.0% | +84.1% | +2,758.9% | +2,271.3% |
| All | +127.5% | +325.3% | -197.8% | +37.0% |
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