-75.9%
IRIX vs VOO
+798.5%
-874.3%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.3% | +5.2% | +5.9% |
| 7D | -1.4% | +0.1% | -1.5% | -1.3% |
| 30D | -20.2% | -3.3% | -16.9% | -18.1% |
| 3M | -14.5% | -2.4% | -12.1% | -13.0% |
| 6M | -31.1% | +2.6% | -33.7% | -32.5% |
| YTD | -37.7% | +11.3% | -49.0% | -42.4% |
| 1Y | -33.0% | +13.4% | -46.5% | -38.8% |
| 3Y | -66.0% | +80.3% | -146.3% | -77.5% |
| 5Y | -92.1% | +72.7% | -164.8% | -94.7% |
| 10Y | -95.2% | +310.0% | -405.2% | -98.0% |
| All | -75.9% | +798.5% | -874.3% | -93.2% |
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