-83.7%
IRE vs VOO
+15.7%
-99.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.4% | +14.4% | +17.1% |
| 7D | +54.8% | +0.1% | +54.7% | +53.4% |
| 30D | +18.4% | +0.1% | +18.3% | +20.5% |
| 3M | -66.7% | +2.0% | -68.7% | -67.5% |
| 6M | -52.3% | +13.0% | -65.3% | -74.4% |
| YTD | -52.3% | +13.6% | -65.9% | -74.2% |
| All | -83.7% | +15.7% | -99.4% | -91.8% |
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 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