-2.3%
IRD vs VOO
+82.6%
-84.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +26.6% | +0.1% | +26.4% | +26.5% |
| 30D | +23.5% | +0.1% | +23.5% | +23.5% |
| 3M | +0.6% | +2.0% | -1.4% | -1.2% |
| 6M | +2.2% | +13.0% | -10.8% | -9.1% |
| YTD | +132.3% | +13.6% | +118.8% | +105.4% |
| 1Y | +264.8% | +20.1% | +244.8% | +206.4% |
| 3Y | +19.1% | +77.6% | -58.4% | -31.6% |
| All | -2.3% | +82.6% | -84.9% | -43.7% |
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 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