-4.2%
IE vs VOO
+105.6%
-109.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.0% |
| 7D | +5.3% | -2.0% | +7.3% | +8.9% |
| 30D | -6.9% | -1.7% | -5.3% | -4.2% |
| 3M | +2.3% | +4.7% | -2.5% | -4.4% |
| 6M | -25.3% | +12.6% | -37.9% | -36.3% |
| YTD | -35.2% | +11.8% | -47.0% | -43.8% |
| 1Y | +17.7% | +17.5% | +0.2% | -4.2% |
| 3Y | -34.9% | +77.0% | -111.9% | -68.3% |
| All | -4.2% | +105.6% | -109.7% | -66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling