-88.3%
IREG vs VOO
+14.1%
-102.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.2% | +1.6% | -23.8% | -35.3% |
| 7D | -46.4% | -0.7% | -45.7% | -44.0% |
| 30D | -74.9% | -1.1% | -73.8% | -71.1% |
| 3M | -78.0% | -0.3% | -77.7% | -75.7% |
| 6M | -90.0% | +7.4% | -97.4% | -92.7% |
| YTD | -88.7% | +13.4% | -102.1% | -93.3% |
| All | -88.3% | +14.1% | -102.5% | -93.5% |
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