+224.3%
IEO vs VOO
+80.3%
+144.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | +1.2% | -2.0% | +3.2% | +2.7% |
| 30D | +10.1% | -1.7% | +11.8% | +11.4% |
| 3M | +20.8% | +4.7% | +16.0% | +16.2% |
| 6M | +28.3% | +12.6% | +15.7% | +15.9% |
| YTD | +60.0% | +11.8% | +48.2% | +45.1% |
| 1Y | +57.0% | +17.5% | +39.5% | +36.3% |
| 3Y | +51.1% | +77.0% | -25.9% | -6.7% |
| 5Y | +224.3% | +82.6% | +141.7% | +95.6% |
| All | +224.3% | +80.3% | +144.0% | +95.6% |
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 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