-13.6%
IESC vs VOO
+12.4%
-26.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.3% | +7.4% | +3.2% |
| 7D | -11.3% | +0.1% | -11.4% | -11.5% |
| 30D | -41.5% | -3.3% | -38.2% | -35.2% |
| 3M | -54.4% | -2.4% | -52.0% | -50.8% |
| 6M | -47.8% | +2.6% | -50.4% | -51.0% |
| YTD | -10.6% | +11.3% | -21.9% | -32.5% |
| All | -13.6% | +12.4% | -26.0% | -35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling