-97.4%
IRE vs VOO
+12.4%
-109.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -20.6% |
| 7D | -15.5% | +0.1% | -15.6% | -16.2% |
| 30D | -70.4% | -3.3% | -67.1% | -57.3% |
| 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% | -94.1% |
| All | -97.4% | +12.4% | -109.8% | -98.1% |
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