-97.6%
IREX vs VOO
+14.2%
-111.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.4% | -0.4% | -13.0% | -10.4% |
| 7D | -30.8% | +2.6% | -33.3% | -43.7% |
| 30D | -71.1% | -2.0% | -69.1% | -62.6% |
| 3M | -88.3% | -2.8% | -85.5% | -83.2% |
| 6M | -94.8% | +2.2% | -96.9% | -94.1% |
| YTD | -93.2% | +11.5% | -104.7% | -95.1% |
| 1Y | -96.5% | +13.5% | -110.0% | -97.8% |
| All | -97.6% | +14.2% | -111.8% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling