+53.6%
IEO vs VOO
+14.7%
+38.9%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.6% | -7.9% | -5.4% |
| 7D | -9.6% | -0.7% | -8.9% | -9.8% |
| 30D | -3.5% | -1.1% | -2.4% | -3.8% |
| 3M | +9.4% | -0.3% | +9.8% | +9.5% |
| 6M | +9.4% | +7.4% | +2.0% | +13.6% |
| YTD | +52.1% | +13.4% | +38.8% | +62.6% |
| 1Y | +53.6% | +14.8% | +38.8% | +63.6% |
| All | +53.6% | +14.7% | +38.9% | +63.6% |
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