-95.7%
IRIX vs VOO
+309.6%
-405.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.5% |
| 7D | +4.5% | +2.6% | +2.0% | +2.3% |
| 30D | -15.9% | -2.0% | -13.9% | -14.4% |
| 3M | -15.9% | -2.8% | -13.1% | -14.0% |
| 6M | -33.0% | +2.2% | -35.2% | -34.5% |
| YTD | -39.5% | +11.5% | -51.0% | -45.0% |
| 1Y | -22.5% | +13.5% | -36.0% | -30.5% |
| 3Y | -66.3% | +78.1% | -144.4% | -79.2% |
| 5Y | -91.4% | +73.1% | -164.6% | -94.6% |
| All | -95.7% | +309.6% | -405.3% | -98.5% |
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