+204.1%
IVZ vs VOO
+817.1%
-613.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +14.9% |
| 6M | +32.8% | +13.0% | +19.8% | +10.2% |
| YTD | +28.7% | +13.6% | +15.2% | +6.4% |
| 1Y | +55.4% | +20.1% | +35.3% | +17.9% |
| 3Y | +135.2% | +77.6% | +57.6% | -2.1% |
| 5Y | +64.2% | +82.4% | -18.3% | -33.2% |
| 10Y | +64.6% | +316.8% | -252.2% | -81.8% |
| All | +204.1% | +817.1% | -613.0% | -91.6% |
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