-30.4%
IEP vs VOO
+321.7%
-352.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | -0.9% | -2.0% | +1.1% | +0.6% |
| 30D | -2.7% | -1.7% | -1.0% | -1.5% |
| 3M | +2.5% | +4.7% | -2.3% | -1.2% |
| 6M | +5.0% | +12.6% | -7.5% | -4.4% |
| YTD | +10.9% | +11.8% | -0.9% | +1.4% |
| 1Y | +6.7% | +17.5% | -10.8% | -6.3% |
| 3Y | -35.6% | +77.0% | -112.5% | -59.2% |
| 5Y | -63.6% | +82.6% | -146.1% | -77.9% |
| All | -30.4% | +321.7% | -352.2% | -80.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling