+57.0%
IEO vs VOO
+17.3%
+39.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.3% |
| 7D | +1.2% | -2.0% | +3.2% | +0.5% |
| 30D | +10.1% | -1.7% | +11.8% | +9.5% |
| 3M | +20.8% | +4.7% | +16.0% | +22.2% |
| 6M | +28.3% | +12.6% | +15.7% | +32.4% |
| YTD | +60.0% | +11.8% | +48.2% | +64.8% |
| 1Y | +57.0% | +17.5% | +39.5% | +65.8% |
| All | +57.0% | +17.3% | +39.7% | +65.8% |
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