-31.1%
IE vs VOO
+78.5%
-109.6%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.1% |
| 7D | -10.9% | +2.6% | -13.5% | -15.5% |
| 30D | -17.6% | -2.0% | -15.6% | -13.2% |
| 3M | -35.2% | -2.8% | -32.4% | -30.1% |
| 6M | -54.8% | +2.2% | -57.0% | -55.0% |
| YTD | -57.8% | +11.5% | -69.3% | -63.8% |
| 1Y | -47.9% | +13.5% | -61.4% | -56.3% |
| 3Y | -31.1% | +78.1% | -109.2% | -75.2% |
| All | -31.1% | +78.5% | -109.6% | -75.2% |
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 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