+50.5%
IVZ vs VOO
+317.9%
-267.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.3% | +4.4% | +3.2% |
| 7D | +4.1% | +0.1% | +4.0% | +4.4% |
| 30D | -2.0% | -3.3% | +1.3% | +3.6% |
| 3M | -7.8% | -2.4% | -5.4% | -3.8% |
| 6M | +6.3% | +2.6% | +3.7% | +3.2% |
| YTD | +12.6% | +11.3% | +1.3% | -2.7% |
| 1Y | +27.6% | +13.4% | +14.2% | +7.2% |
| 3Y | +154.0% | +80.3% | +73.7% | +8.6% |
| 5Y | +37.3% | +72.7% | -35.4% | -36.0% |
| 10Y | +50.5% | +310.0% | -259.5% | -80.2% |
| All | +50.5% | +317.9% | -267.3% | -80.2% |
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