+30.4%
IEI vs VOO
+802.4%
-772.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.6% |
| 7D | -0.8% | -2.0% | +1.2% | -0.9% |
| 30D | -1.1% | -1.7% | +0.6% | -1.1% |
| 3M | -0.9% | +4.7% | -5.6% | -0.7% |
| 6M | -2.1% | +12.6% | -14.6% | -1.6% |
| YTD | -1.5% | +11.8% | -13.2% | -1.0% |
| 1Y | -0.8% | +17.5% | -18.3% | -0.1% |
| 3Y | +11.4% | +77.0% | -65.6% | +14.3% |
| 5Y | -0.2% | +82.6% | -82.8% | +2.5% |
| 10Y | +12.0% | +320.0% | -308.0% | +23.3% |
| All | +30.4% | +802.4% | -772.0% | +52.5% |
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