+42.2%
IFRX vs VOO
+18.2%
+24.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | -0.1% |
| 7D | -5.9% | -0.8% | -5.1% | -4.0% |
| 30D | +4.0% | -1.1% | +5.1% | +6.6% |
| 3M | +24.4% | +3.9% | +20.5% | +11.6% |
| 6M | +117.3% | +13.6% | +103.6% | +54.8% |
| YTD | +106.9% | +12.7% | +94.2% | +49.1% |
| 1Y | +42.2% | +17.6% | +24.6% | -10.5% |
| All | +42.2% | +18.2% | +24.0% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling