-82.0%
IRE vs VOO
+15.1%
-97.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -0.6% | +10.8% | +14.7% |
| 7D | +58.9% | +0.5% | +58.4% | +51.7% |
| 30D | +17.2% | -0.9% | +18.1% | +27.8% |
| 3M | -58.6% | +3.9% | -62.5% | -66.2% |
| 6M | -23.5% | +14.5% | -38.0% | -64.1% |
| YTD | -47.4% | +13.0% | -60.4% | -70.4% |
| All | -82.0% | +15.1% | -97.1% | -90.6% |
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