+8,723.0%
IESC vs VOO
+775.2%
+7,947.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -4.4% | -9.5% | -9.6% |
| 7D | -34.9% | -4.7% | -30.2% | -31.6% |
| 30D | -57.4% | -5.9% | -51.5% | -54.6% |
| 3M | -62.9% | -4.5% | -58.4% | -60.9% |
| 6M | -56.0% | +1.9% | -57.8% | -56.1% |
| YTD | -25.2% | +8.4% | -33.6% | -28.9% |
| 1Y | -28.9% | +9.5% | -38.4% | -32.8% |
| 3Y | +370.7% | +75.3% | +295.4% | +216.8% |
| 5Y | +447.2% | +67.9% | +379.3% | +280.4% |
| 10Y | +1,887.4% | +314.4% | +1,573.0% | +701.4% |
| All | +8,723.0% | +775.2% | +7,947.8% | +2,527.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling