-97.6%
IRE vs VOO
+13.0%
-110.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -0.3% | -15.5% | -13.1% |
| 7D | -41.9% | -0.6% | -41.3% | -39.3% |
| 30D | -75.1% | -3.6% | -71.4% | -62.8% |
| 3M | -82.4% | -2.7% | -79.7% | -75.3% |
| 6M | -95.5% | +2.2% | -97.8% | -95.1% |
| YTD | -93.1% | +10.9% | -104.0% | -95.0% |
| 1Y | -97.8% | +11.3% | -109.1% | -98.4% |
| All | -97.6% | +13.0% | -110.6% | -98.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling