+73.8%
IVV vs VO
+37.2%
+36.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.5% |
| 7D | +3.3% | +2.9% | +0.4% | +0.7% |
| 30D | -2.7% | +1.0% | -3.7% | -3.5% |
| 3M | -1.7% | -1.7% | 0.0% | -0.2% |
| 6M | +3.2% | +6.7% | -3.5% | -2.6% |
| YTD | +12.0% | +14.0% | -2.0% | -0.5% |
| 1Y | +12.1% | +13.7% | -1.6% | -0.2% |
| 3Y | +78.6% | +65.8% | +12.8% | +13.4% |
| 5Y | +73.8% | +36.6% | +37.2% | +29.1% |
| All | +73.8% | +37.2% | +36.7% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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