+210.0%
IRD vs VOO
+19.5%
+190.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.4% |
| 7D | +13.3% | +0.5% | +12.8% | +12.7% |
| 30D | +18.6% | -0.9% | +19.5% | +20.0% |
| 3M | +7.7% | +3.9% | +3.8% | +2.1% |
| 6M | -11.2% | +14.5% | -25.8% | -25.4% |
| YTD | +115.9% | +13.0% | +103.0% | +80.8% |
| 1Y | +210.0% | +19.4% | +190.6% | +125.3% |
| All | +210.0% | +19.5% | +190.5% | +125.3% |
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