+167.6%
IFRA vs VOO
+225.6%
-57.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -1.4% | -2.0% | +0.5% | +0.3% |
| 30D | -5.1% | -1.7% | -3.5% | -3.7% |
| 3M | -2.9% | +4.7% | -7.7% | -7.0% |
| 6M | +0.9% | +12.6% | -11.7% | -9.5% |
| YTD | +11.2% | +11.8% | -0.5% | +0.4% |
| 1Y | +14.8% | +17.5% | -2.8% | -1.0% |
| 3Y | +61.4% | +77.0% | -15.6% | -4.6% |
| 5Y | +79.5% | +82.6% | -3.1% | +2.0% |
| All | +167.6% | +225.6% | -57.9% | -7.6% |
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