-98.6%
IVVD vs VOO
+80.3%
-178.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.8% |
| 7D | -7.1% | -2.0% | -5.1% | -4.5% |
| 30D | +12.8% | -1.7% | +14.5% | +15.2% |
| 3M | -13.9% | +4.7% | -18.6% | -19.3% |
| 6M | -57.6% | +12.6% | -70.1% | -63.6% |
| YTD | -68.6% | +11.8% | -80.3% | -72.8% |
| 1Y | -39.8% | +17.5% | -57.4% | -51.0% |
| 3Y | -56.2% | +77.0% | -133.1% | -78.5% |
| 5Y | -98.6% | +82.6% | -181.1% | -99.3% |
| All | -98.6% | +80.3% | -178.9% | -99.3% |
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