+149.0%
IVZ vs VOO
+777.9%
-628.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.5% |
| 7D | -2.4% | -2.7% | +0.3% | +2.1% |
| 30D | -11.2% | -5.4% | -5.8% | -2.8% |
| 3M | -14.0% | -4.1% | -9.9% | -7.8% |
| 6M | +0.5% | +0.7% | -0.3% | +0.1% |
| YTD | +5.4% | +8.7% | -3.3% | -6.3% |
| 1Y | +19.5% | +11.0% | +8.5% | +2.8% |
| 3Y | +128.7% | +75.5% | +53.2% | -2.7% |
| 5Y | +28.8% | +68.4% | -39.6% | -40.3% |
| 10Y | +52.3% | +315.7% | -263.4% | -83.1% |
| All | +149.0% | +777.9% | -628.8% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling