+12.6%
IE vs VOO
+20.9%
-8.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.8% |
| 7D | -10.7% | +0.1% | -10.8% | -11.0% |
| 30D | -6.2% | +0.1% | -6.3% | -6.3% |
| 3M | -25.8% | +2.0% | -27.8% | -28.9% |
| 6M | -36.2% | +13.0% | -49.2% | -53.2% |
| YTD | -37.5% | +13.6% | -51.1% | -54.8% |
| 1Y | +12.6% | +20.1% | -7.5% | -16.0% |
| All | +12.6% | +20.9% | -8.3% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling