+2,858.7%
IVT vs VOO
+80.3%
+2,778.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -1.6% | -2.0% | +0.4% | 0.0% |
| 30D | -2.3% | -1.7% | -0.6% | -1.0% |
| 3M | -7.2% | +4.7% | -12.0% | -11.0% |
| 6M | +5.7% | +12.6% | -6.9% | -5.1% |
| YTD | +15.3% | +11.8% | +3.5% | +3.9% |
| 1Y | +12.7% | +17.5% | -4.9% | -3.3% |
| 3Y | +44.9% | +77.0% | -32.1% | -19.3% |
| 5Y | +2,858.7% | +82.6% | +2,776.2% | +957.4% |
| All | +2,858.7% | +80.3% | +2,778.4% | +957.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling