-99.3%
IRD vs VOO
+798.5%
-897.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -1.2% |
| 7D | +13.5% | +0.1% | +13.4% | +13.6% |
| 30D | -9.7% | -3.3% | -6.4% | -7.3% |
| 3M | +14.8% | -2.4% | +17.2% | +16.9% |
| 6M | -15.8% | +2.6% | -18.4% | -17.1% |
| YTD | +109.0% | +11.3% | +97.7% | +95.0% |
| 1Y | +110.0% | +13.4% | +96.6% | +93.5% |
| 3Y | +45.8% | +80.3% | -34.5% | -0.7% |
| 5Y | +0.7% | +72.7% | -72.0% | -29.5% |
| 10Y | -94.5% | +310.0% | -404.6% | -97.7% |
| All | -99.3% | +798.5% | -897.8% | -99.8% |
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