-81.8%
IREX vs VOO
+15.4%
-97.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | -5.8% |
| 7D | -4.5% | -0.8% | -3.7% | +1.4% |
| 30D | -6.4% | -1.1% | -5.3% | +3.3% |
| 3M | -57.6% | +3.9% | -61.5% | -65.9% |
| 6M | -43.0% | +13.6% | -56.6% | -71.1% |
| YTD | -48.2% | +12.7% | -60.9% | -69.8% |
| All | -81.8% | +15.4% | -97.2% | -90.2% |
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 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