-1.3%
IEP vs VOO
+800.4%
-801.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | -0.2% | +2.6% | -2.8% | -2.2% |
| 30D | -28.6% | -2.0% | -26.6% | -27.6% |
| 3M | -32.2% | -2.8% | -29.5% | -30.8% |
| 6M | -32.4% | +2.2% | -34.6% | -33.7% |
| YTD | -23.6% | +11.5% | -35.1% | -30.3% |
| 1Y | -30.3% | +13.5% | -43.8% | -37.3% |
| 3Y | -51.5% | +78.1% | -129.6% | -69.9% |
| 5Y | -77.3% | +73.1% | -150.5% | -85.8% |
| 10Y | -57.2% | +310.7% | -368.0% | -87.7% |
| All | -1.3% | +800.4% | -801.8% | -83.3% |
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