+10.9%
IFLR vs VOO
+13.6%
-2.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -2.3% | -2.0% | -0.3% | -0.9% |
| 30D | -2.4% | -1.7% | -0.7% | -1.2% |
| 3M | +3.7% | +4.7% | -1.1% | +0.1% |
| 6M | +4.3% | +12.6% | -8.2% | -4.4% |
| YTD | +6.4% | +11.8% | -5.4% | -2.1% |
| All | +10.9% | +13.6% | -2.7% | -0.7% |
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