+22.3%
IYK vs VOO
+77.4%
-55.1%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | -0.3% | -1.1% | +0.8% | -0.1% |
| 3M | +1.0% | +3.9% | -2.9% | +0.4% |
| 6M | +2.6% | +13.6% | -11.0% | +0.3% |
| YTD | +11.2% | +12.7% | -1.5% | +8.9% |
| 1Y | +7.9% | +17.6% | -9.7% | +4.6% |
| 3Y | +22.3% | +77.3% | -55.1% | +1.7% |
| All | +22.3% | +77.4% | -55.1% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling