-14.4%
IVT vs VOO
+416.6%
-431.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -2.6% | +0.1% | -2.6% | -2.6% |
| 3M | -0.3% | +2.0% | -2.3% | -1.0% |
| 6M | +7.2% | +13.0% | -5.9% | +3.1% |
| YTD | +17.4% | +13.6% | +3.8% | +12.7% |
| 1Y | +12.9% | +20.1% | -7.2% | +6.4% |
| 3Y | +49.2% | +77.6% | -28.4% | +25.6% |
| 5Y | +2,914.2% | +82.4% | +2,831.7% | +2,378.1% |
| 10Y | +129.1% | +316.8% | -187.8% | +83.9% |
| All | -14.4% | +416.6% | -431.0% | -30.4% |
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 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