+65.1%
IVZ vs VOO
+82.6%
-17.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.4% |
| YTD | +28.7% | +13.6% | +15.2% | +7.6% |
| 1Y | +55.4% | +20.1% | +35.3% | +19.9% |
| 3Y | +135.2% | +77.6% | +57.6% | +4.5% |
| All | +65.1% | +82.6% | -17.5% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling