-79.1%
IREX vs VOO
+15.6%
-94.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.6% | +10.5% | +14.4% |
| 7D | +59.3% | +0.5% | +58.8% | +52.2% |
| 30D | +19.1% | -0.9% | +20.0% | +29.7% |
| 3M | -56.1% | +3.9% | -60.0% | -64.1% |
| 6M | -15.6% | +14.5% | -30.2% | -59.9% |
| YTD | -40.4% | +13.0% | -53.3% | -65.9% |
| All | -79.1% | +15.6% | -94.7% | -89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling