+9,503.0%
IESC vs VOO
+777.9%
+8,725.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.5% | +8.5% |
| 7D | -23.1% | -2.7% | -20.4% | -20.8% |
| 30D | -48.7% | -5.4% | -43.3% | -45.6% |
| 3M | -58.8% | -4.1% | -54.7% | -56.8% |
| 6M | -53.0% | +0.7% | -53.7% | -52.6% |
| YTD | -18.5% | +8.7% | -27.3% | -22.9% |
| 1Y | -20.0% | +11.0% | -30.9% | -25.3% |
| 3Y | +405.3% | +75.5% | +329.8% | +239.6% |
| 5Y | +495.6% | +68.4% | +427.2% | +312.9% |
| 10Y | +2,063.1% | +315.7% | +1,747.5% | +769.8% |
| All | +9,503.0% | +777.9% | +8,725.2% | +2,751.5% |
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