-95.2%
IRD vs VOO
+315.3%
-410.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +32.0% | -0.5% | +32.5% | +32.4% |
| 7D | +28.8% | -0.4% | +29.1% | +29.1% |
| 30D | +56.6% | -1.4% | +57.9% | +58.1% |
| 3M | +40.4% | +3.7% | +36.7% | +36.4% |
| 6M | +20.1% | +13.0% | +7.1% | +10.1% |
| YTD | +185.1% | +12.4% | +172.6% | +161.9% |
| 1Y | +321.3% | +18.6% | +302.7% | +273.1% |
| 3Y | +42.9% | +78.1% | -35.2% | -4.6% |
| 5Y | +17.2% | +82.3% | -65.1% | -23.0% |
| 10Y | -95.2% | +322.5% | -417.8% | -98.7% |
| All | -95.2% | +315.3% | -410.5% | -98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling