-96.0%
IVVD vs VOO
+87.0%
-183.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.6% |
| 7D | -14.4% | +0.1% | -14.5% | -14.5% |
| 30D | +36.8% | +0.1% | +36.7% | +36.5% |
| 3M | -25.6% | +2.0% | -27.6% | -27.5% |
| 6M | -51.7% | +13.0% | -64.7% | -58.8% |
| YTD | -66.6% | +13.6% | -80.1% | -71.7% |
| 1Y | -17.2% | +20.1% | -37.3% | -34.5% |
| 3Y | -54.9% | +77.6% | -132.4% | -78.0% |
| 5Y | -98.1% | +82.4% | -180.5% | -98.9% |
| All | -96.0% | +87.0% | -183.0% | -98.0% |
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