-44.7%
IREG vs VOO
+12.5%
-57.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.6% | -7.0% | -2.6% |
| 7D | +8.6% | -2.0% | +10.6% | +27.4% |
| 30D | +11.1% | -1.7% | +12.8% | +29.4% |
| 3M | -49.0% | +4.7% | -53.7% | -61.2% |
| 6M | -30.3% | +12.6% | -42.9% | -61.4% |
| YTD | -46.6% | +11.8% | -58.4% | -66.3% |
| All | -44.7% | +12.5% | -57.2% | -67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling