+75.8%
VOO vs IVZ
+132.2%
-56.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -2.0% | -2.4% | +0.4% | -1.3% |
| 30D | -1.7% | +2.5% | -4.2% | -2.4% |
| 3M | +4.7% | +17.1% | -12.3% | 0.0% |
| 6M | +12.6% | +35.1% | -22.6% | +2.9% |
| YTD | +11.8% | +24.3% | -12.5% | +4.1% |
| 1Y | +17.5% | +48.7% | -31.1% | +3.8% |
| All | +75.8% | +132.2% | -56.3% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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