+79.6%
IESC vs VOO
+20.9%
+58.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +3.5% |
| 7D | +4.1% | +0.1% | +4.0% | +3.8% |
| 30D | -17.7% | +0.1% | -17.8% | -17.9% |
| 3M | -13.1% | +2.0% | -15.1% | -17.6% |
| 6M | +32.3% | +13.0% | +19.2% | -5.4% |
| YTD | +65.8% | +13.6% | +52.3% | +16.7% |
| 1Y | +79.6% | +20.1% | +59.6% | +8.6% |
| All | +79.6% | +20.9% | +58.7% | +8.6% |
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