+309.4%
IYM vs VOO
+807.8%
-498.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | -0.3% | -1.4% | +1.0% | +1.1% |
| 3M | +4.1% | +3.7% | +0.4% | +0.1% |
| 6M | +7.7% | +13.0% | -5.3% | -5.4% |
| YTD | +24.1% | +12.4% | +11.7% | +9.6% |
| 1Y | +31.1% | +18.6% | +12.5% | +9.4% |
| 3Y | +51.9% | +78.1% | -26.2% | -18.9% |
| 5Y | +57.9% | +82.3% | -24.4% | -18.4% |
| 10Y | +188.8% | +322.5% | -133.7% | -44.6% |
| All | +309.4% | +807.8% | -498.4% | -71.2% |
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