+1,824.1%
IESC vs VOO
+309.6%
+1,514.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.8% |
| 7D | +7.5% | +2.6% | +4.9% | +4.4% |
| 30D | -36.1% | -2.0% | -34.1% | -34.1% |
| 3M | -54.5% | -2.8% | -51.7% | -52.5% |
| 6M | -49.8% | +2.2% | -51.9% | -50.1% |
| YTD | -12.5% | +11.5% | -24.0% | -20.6% |
| 1Y | -5.0% | +13.5% | -18.5% | -15.2% |
| 3Y | +445.7% | +78.1% | +367.6% | +227.9% |
| 5Y | +527.3% | +73.1% | +454.2% | +286.4% |
| All | +1,824.1% | +309.6% | +1,514.4% | +306.7% |
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 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