-99.3%
IRD vs VOO
+777.9%
-877.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.0% |
| 7D | +13.9% | -2.7% | +16.6% | +16.3% |
| 30D | -5.2% | -5.4% | +0.2% | -1.2% |
| 3M | +12.4% | -4.1% | +16.4% | +15.9% |
| 6M | -20.5% | +0.7% | -21.3% | -20.7% |
| YTD | +108.0% | +8.7% | +99.2% | +97.3% |
| 1Y | +105.9% | +11.0% | +95.0% | +92.8% |
| 3Y | +39.3% | +75.5% | -36.1% | -3.2% |
| 5Y | -2.1% | +68.4% | -70.5% | -30.3% |
| 10Y | -94.2% | +315.7% | -409.9% | -97.6% |
| All | -99.3% | +777.9% | -877.2% | -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