-92.2%
IFRX vs VOO
+236.2%
-328.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.3% | -5.3% |
| 7D | -10.3% | +2.6% | -12.9% | -12.2% |
| 30D | -20.9% | -2.0% | -19.0% | -19.6% |
| 3M | -41.8% | -2.8% | -39.0% | -40.3% |
| 6M | -53.6% | +2.2% | -55.7% | -54.2% |
| YTD | +15.8% | +11.5% | +4.3% | +7.1% |
| 1Y | -7.9% | +13.5% | -21.4% | -15.8% |
| 3Y | -10.0% | +78.1% | -88.1% | -39.5% |
| 5Y | -79.0% | +73.1% | -152.2% | -85.6% |
| All | -92.2% | +236.2% | -328.4% | -97.5% |
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 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