+3,728.7%
IESC vs VOO
+316.2%
+3,412.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.8% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | -17.7% | +0.1% | -17.8% | -17.8% |
| 3M | -13.1% | +2.0% | -15.1% | -14.4% |
| 6M | +32.3% | +13.0% | +19.2% | +16.4% |
| YTD | +65.8% | +13.6% | +52.3% | +45.7% |
| 1Y | +79.6% | +20.1% | +59.6% | +49.8% |
| 3Y | +747.4% | +77.6% | +669.9% | +398.7% |
| 5Y | +1,255.1% | +82.4% | +1,172.6% | +676.6% |
| All | +3,728.7% | +316.2% | +3,412.5% | +556.7% |
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