-96.2%
IVVD vs VOO
+85.5%
-181.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.1% |
| 7D | -4.9% | -0.8% | -4.1% | -3.9% |
| 30D | +7.3% | -1.1% | +8.4% | +8.7% |
| 3M | -3.4% | +3.9% | -7.3% | -8.2% |
| 6M | -58.7% | +13.6% | -72.3% | -64.9% |
| YTD | -68.2% | +12.7% | -80.9% | -72.8% |
| 1Y | -36.1% | +17.6% | -53.7% | -48.0% |
| 3Y | -57.1% | +77.3% | -134.4% | -79.0% |
| 5Y | -98.5% | +84.1% | -182.7% | -99.2% |
| All | -96.2% | +85.5% | -181.8% | -98.1% |
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