+278.5%
IEO vs VOO
+817.1%
-538.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | +2.9% | +0.1% | +2.7% | +2.7% |
| 30D | +16.9% | +0.1% | +16.9% | +16.7% |
| 3M | +16.8% | +2.0% | +14.8% | +13.1% |
| 6M | +24.5% | +13.0% | +11.4% | +5.4% |
| YTD | +56.8% | +13.6% | +43.2% | +31.6% |
| 1Y | +53.3% | +20.1% | +33.2% | +19.9% |
| 3Y | +49.3% | +77.6% | -28.2% | -29.1% |
| 5Y | +212.2% | +82.4% | +129.8% | +39.7% |
| 10Y | +198.7% | +316.8% | -118.1% | -55.1% |
| All | +278.5% | +817.1% | -538.6% | -80.3% |
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