+168.0%
IFRA vs VOO
+224.9%
-56.9%
-41.1%
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% | +0.1% |
| 7D | +3.5% | +2.6% | +1.0% | +1.3% |
| 30D | +2.1% | -2.0% | +4.1% | +3.8% |
| 3M | -5.3% | -2.8% | -2.5% | -3.1% |
| 6M | -4.9% | +2.2% | -7.1% | -7.0% |
| YTD | +11.4% | +11.5% | -0.2% | +0.6% |
| 1Y | +13.2% | +13.5% | -0.3% | +0.6% |
| 3Y | +71.1% | +78.1% | -7.0% | +0.4% |
| 5Y | +68.2% | +73.1% | -5.0% | +0.5% |
| All | +168.0% | +224.9% | -56.9% | -7.4% |
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