+814.0%
IEX vs VOO
+800.4%
+13.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +4.7% | +2.6% | +2.1% | +2.1% |
| 30D | -0.4% | -2.0% | +1.6% | +1.6% |
| 3M | -0.3% | -2.8% | +2.5% | +2.4% |
| 6M | +13.1% | +2.2% | +10.9% | +10.5% |
| YTD | +35.4% | +11.5% | +23.9% | +21.1% |
| 1Y | +44.2% | +13.5% | +30.7% | +26.7% |
| 3Y | +28.8% | +78.1% | -49.3% | -28.1% |
| 5Y | +7.9% | +73.1% | -65.2% | -38.6% |
| 10Y | +191.2% | +310.7% | -119.6% | -37.7% |
| All | +814.0% | +800.4% | +13.5% | -33.3% |
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