-50.0%
IRIX vs VOO
+19.4%
-69.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | -6.8% | +0.5% | -7.4% | -7.4% |
| 30D | -18.1% | -0.9% | -17.1% | -17.5% |
| 3M | -38.7% | +3.9% | -42.6% | -41.7% |
| 6M | -45.2% | +14.5% | -59.7% | -54.9% |
| YTD | -40.4% | +13.0% | -53.3% | -49.9% |
| All | -50.0% | +19.4% | -69.4% | -58.9% |
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