-99.2%
IRD vs VOO
+817.1%
-916.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 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% | -0.6% |
| 6M | +2.2% | +13.0% | -10.8% | -5.8% |
| YTD | +132.3% | +13.6% | +118.8% | +113.3% |
| 1Y | +264.8% | +20.1% | +244.8% | +223.2% |
| 3Y | +19.1% | +77.6% | -58.4% | -18.3% |
| 5Y | +7.4% | +82.4% | -75.1% | -27.5% |
| 10Y | -96.3% | +316.8% | -413.1% | -98.5% |
| All | -99.2% | +817.1% | -916.3% | -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