+177.7%
IEX vs VOO
+325.3%
-147.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.5% |
| 7D | +0.2% | -0.8% | +1.0% | +0.9% |
| 30D | -6.8% | -1.1% | -5.7% | -5.9% |
| 3M | +3.7% | +3.9% | -0.2% | +0.1% |
| 6M | +16.1% | +13.6% | +2.4% | +3.4% |
| YTD | +27.3% | +12.7% | +14.6% | +14.1% |
| 1Y | +38.3% | +17.6% | +20.8% | +19.2% |
| 3Y | +8.7% | +77.3% | -68.6% | -35.3% |
| 5Y | +10.1% | +84.1% | -74.0% | -37.1% |
| All | +177.7% | +325.3% | -147.6% | -32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling