-82.0%
IREX vs VOO
+14.4%
-96.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.6% | -6.9% | -2.7% |
| 7D | +8.5% | -2.0% | +10.5% | +26.9% |
| 30D | +11.2% | -1.7% | +12.9% | +29.3% |
| 3M | -49.7% | +4.7% | -54.5% | -61.4% |
| 6M | -32.4% | +12.6% | -44.9% | -63.0% |
| YTD | -48.7% | +11.8% | -60.5% | -67.9% |
| All | -82.0% | +14.4% | -96.4% | -89.6% |
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 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