-30.5%
IFRX vs VOO
+80.3%
-110.8%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | -8.1% | -2.0% | -6.1% | -6.4% |
| 30D | +2.5% | -1.7% | +4.2% | +4.0% |
| 3M | +26.5% | +4.7% | +21.8% | +21.6% |
| 6M | +120.4% | +12.6% | +107.9% | +100.5% |
| YTD | +103.0% | +11.8% | +91.2% | +85.9% |
| 1Y | +29.7% | +17.5% | +12.2% | +15.8% |
| 3Y | -47.0% | +77.0% | -124.0% | -63.1% |
| 5Y | -30.5% | +82.6% | -113.1% | -48.0% |
| All | -30.5% | +80.3% | -110.8% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling