+576.8%
IYF vs VOO
+807.8%
-231.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | -0.7% | -0.4% | -0.3% | -0.3% |
| 30D | -1.4% | -1.4% | -0.1% | 0.0% |
| 3M | +8.3% | +3.7% | +4.6% | +3.9% |
| 6M | +14.1% | +13.0% | +1.0% | -0.3% |
| YTD | +5.8% | +12.4% | -6.6% | -7.0% |
| 1Y | +10.1% | +18.6% | -8.5% | -8.7% |
| 3Y | +84.9% | +78.1% | +6.8% | -1.8% |
| 5Y | +75.1% | +82.3% | -7.2% | -9.8% |
| 10Y | +254.6% | +322.5% | -68.0% | -30.3% |
| All | +576.8% | +807.8% | -231.0% | -50.0% |
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 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