-97.3%
IRE vs VOO
+13.0%
-110.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +1.3% | +10.8% | +2.1% |
| 7D | -15.1% | -0.9% | -14.2% | -2.7% |
| 30D | -71.4% | -2.3% | -69.0% | -61.4% |
| 3M | -81.2% | -1.2% | -80.0% | -76.5% |
| 6M | -93.7% | +3.3% | -97.1% | -93.6% |
| YTD | -92.2% | +12.3% | -104.5% | -94.8% |
| 1Y | -97.3% | +12.5% | -109.8% | -98.1% |
| All | -97.3% | +13.0% | -110.3% | -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