+50.6%
IVVM vs VOO
+78.7%
-28.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -1.0% | -2.0% | +1.0% | +0.2% |
| 30D | -0.6% | -1.7% | +1.0% | +0.4% |
| 3M | +3.4% | +4.7% | -1.4% | +0.4% |
| 6M | +8.4% | +12.6% | -4.2% | +0.6% |
| YTD | +8.0% | +11.8% | -3.8% | +0.6% |
| 1Y | +12.0% | +17.5% | -5.5% | +1.0% |
| 3Y | +49.6% | +77.0% | -27.4% | +5.5% |
| All | +50.6% | +78.7% | -28.2% | +5.8% |
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