+64.7%
IVZ vs VOO
+315.9%
-251.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.7% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +4.0% | +0.1% | +3.9% | +4.0% |
| 3M | +18.2% | +2.0% | +16.2% | +15.1% |
| 6M | +32.8% | +13.0% | +19.8% | +11.1% |
| YTD | +28.7% | +13.6% | +15.2% | +7.3% |
| 1Y | +55.4% | +20.1% | +35.3% | +19.4% |
| 3Y | +135.2% | +77.6% | +57.6% | +2.3% |
| 5Y | +64.2% | +82.4% | -18.3% | -29.8% |
| All | +64.7% | +315.9% | -251.2% | -79.0% |
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 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