+546.4%
IESC vs VOO
+72.8%
+473.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.3% |
| 7D | -15.2% | -0.6% | -14.6% | -14.1% |
| 30D | -42.0% | -3.6% | -38.4% | -38.1% |
| 3M | -54.1% | -2.7% | -51.4% | -51.6% |
| 6M | -48.3% | +2.2% | -50.5% | -49.0% |
| YTD | -11.4% | +10.9% | -22.2% | -21.5% |
| 1Y | -14.4% | +11.3% | -25.7% | -24.2% |
| 3Y | +459.1% | +76.9% | +382.2% | +208.3% |
| 5Y | +546.4% | +73.5% | +472.9% | +265.6% |
| All | +546.4% | +72.8% | +473.6% | +265.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling