+19.5%
IVZ vs VO
+11.7%
+7.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.2% |
| 7D | -2.4% | -2.6% | +0.1% | +2.5% |
| 30D | -11.2% | -0.9% | -10.3% | -9.2% |
| 3M | -14.0% | -3.0% | -11.0% | -8.7% |
| 6M | +0.5% | +2.2% | -1.7% | -2.4% |
| YTD | +5.4% | +10.6% | -5.1% | -9.1% |
| 1Y | +19.5% | +12.5% | +6.9% | +1.0% |
| All | +19.5% | +11.7% | +7.8% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling