-36.0%
IREG vs VOO
+13.7%
-49.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.6% | +10.6% | +14.6% |
| 7D | +59.1% | +0.5% | +58.6% | +51.8% |
| 30D | +18.7% | -0.9% | +19.7% | +29.5% |
| 3M | -55.7% | +3.9% | -59.6% | -64.0% |
| 6M | -13.7% | +14.5% | -28.2% | -58.8% |
| YTD | -38.2% | +13.0% | -51.2% | -64.4% |
| All | -36.0% | +13.7% | -49.7% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling