-41.8%
IREG vs VOO
+14.4%
-56.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | -0.4% | +14.7% | +17.5% |
| 7D | +55.5% | +0.1% | +55.4% | +54.1% |
| 30D | +20.5% | +0.1% | +20.5% | +22.5% |
| 3M | -64.1% | +2.0% | -66.1% | -65.0% |
| 6M | -45.6% | +13.0% | -58.7% | -70.0% |
| YTD | -43.9% | +13.6% | -57.4% | -68.9% |
| All | -41.8% | +14.4% | -56.2% | -69.6% |
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