-65.9%
IREZ vs VOO
+10.2%
-76.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.9% | -0.4% | +14.2% | +10.9% |
| 7D | +35.5% | +2.6% | +32.9% | +64.9% |
| 30D | +67.7% | -2.0% | +69.6% | +57.4% |
| 3M | +172.3% | -2.8% | +175.1% | +144.2% |
| 6M | +10.1% | +2.2% | +8.0% | +110.4% |
| All | -65.9% | +10.2% | -76.2% | +31.0% |
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 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