+173.1%
IFRA vs VOO
+230.9%
-57.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -3.4% | +0.1% | -3.5% | -3.5% |
| 3M | -3.6% | +2.0% | -5.7% | -5.5% |
| 6M | -1.1% | +13.0% | -14.1% | -11.5% |
| YTD | +13.5% | +13.6% | -0.1% | +1.0% |
| 1Y | +16.3% | +20.1% | -3.8% | -1.6% |
| 3Y | +59.6% | +77.6% | -17.9% | -5.9% |
| 5Y | +78.3% | +82.4% | -4.2% | +1.5% |
| All | +173.1% | +230.9% | -57.8% | -7.0% |
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