+54.0%
IEO vs VOO
+77.0%
-23.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.9% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | +12.5% | -1.4% | +13.8% | +13.3% |
| 3M | +23.7% | +3.7% | +20.0% | +20.4% |
| 6M | +26.0% | +13.0% | +13.0% | +14.9% |
| YTD | +60.2% | +12.4% | +47.7% | +46.4% |
| 1Y | +59.9% | +18.6% | +41.3% | +39.4% |
| All | +54.0% | +77.0% | -23.0% | +1.7% |
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