-90.6%
IRIX vs VOO
+81.6%
-172.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -5.6% | -0.4% | -5.2% | -5.3% |
| 30D | -19.0% | -1.4% | -17.7% | -18.3% |
| 3M | -39.3% | +3.7% | -43.0% | -41.3% |
| 6M | -46.9% | +13.0% | -59.9% | -52.2% |
| YTD | -40.4% | +12.4% | -52.8% | -46.1% |
| 1Y | -50.0% | +18.6% | -68.6% | -56.6% |
| 3Y | -63.8% | +78.1% | -141.9% | -76.8% |
| 5Y | -90.6% | +82.3% | -172.9% | -93.9% |
| All | -90.6% | +81.6% | -172.2% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling