-85.5%
IFRX vs VOO
+240.5%
-326.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | +0.5% | +0.5% | -0.1% | 0.0% |
| 30D | +17.9% | -0.9% | +18.9% | +18.8% |
| 3M | +26.9% | +3.9% | +23.0% | +23.1% |
| 6M | +123.7% | +14.5% | +109.2% | +101.8% |
| YTD | +114.9% | +13.0% | +101.9% | +96.2% |
| 1Y | +37.3% | +19.4% | +17.9% | +21.6% |
| 3Y | -43.9% | +78.9% | -122.8% | -62.6% |
| 5Y | -27.2% | +82.3% | -109.5% | -51.9% |
| All | -85.5% | +240.5% | -326.1% | -95.4% |
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