+117.9%
IEUR vs VOO
+383.8%
-265.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -1.9% | -0.8% | -1.2% | -1.3% |
| 30D | -2.7% | -1.1% | -1.6% | -1.8% |
| 3M | +1.8% | +3.9% | -2.1% | -1.6% |
| 6M | +8.0% | +13.6% | -5.6% | -3.0% |
| YTD | +9.4% | +12.7% | -3.3% | -1.1% |
| 1Y | +16.1% | +17.6% | -1.4% | +1.2% |
| 3Y | +62.8% | +77.3% | -14.5% | -1.5% |
| 5Y | +52.3% | +84.1% | -31.8% | -11.4% |
| 10Y | +149.8% | +323.5% | -173.7% | -33.3% |
| All | +117.9% | +383.8% | -265.9% | -49.1% |
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 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