-97.2%
IRE vs VOO
+13.4%
-110.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -20.8% |
| 7D | -15.5% | +0.1% | -15.6% | -16.3% |
| 30D | -70.4% | -3.3% | -67.1% | -57.2% |
| 3M | -81.6% | -2.4% | -79.2% | -75.0% |
| 6M | -94.7% | +2.6% | -97.3% | -94.4% |
| YTD | -91.8% | +11.3% | -103.0% | -94.2% |
| 1Y | -97.6% | +13.4% | -111.0% | -98.5% |
| All | -97.2% | +13.4% | -110.5% | -98.2% |
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