+48.0%
IVVM vs VOO
+78.8%
-30.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | 0.0% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | -2.0% | -3.6% | +1.7% | +0.2% |
| 3M | -0.9% | -2.7% | +1.9% | +0.8% |
| 6M | +2.8% | +2.2% | +0.5% | +1.2% |
| YTD | +7.8% | +10.9% | -3.1% | +0.8% |
| 1Y | +8.7% | +11.3% | -2.6% | +1.4% |
| 3Y | +48.0% | +76.9% | -28.9% | +7.8% |
| All | +48.0% | +78.8% | -30.8% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling