+16.3%
IROC vs VOO
+103.8%
-87.5%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -0.7% | -0.4% | -0.4% | -0.7% |
| 30D | -1.8% | -1.4% | -0.4% | -1.8% |
| 3M | -1.9% | +3.7% | -5.6% | -2.0% |
| 6M | -0.4% | +13.0% | -13.5% | -0.9% |
| YTD | +1.1% | +12.4% | -11.4% | +0.6% |
| 1Y | +3.4% | +18.6% | -15.2% | +2.8% |
| 3Y | +14.4% | +78.1% | -63.7% | +11.5% |
| All | +16.3% | +103.8% | -87.5% | +13.6% |
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