+16.8%
IROC vs VOO
+105.9%
-89.1%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -1.3% | +0.1% | -1.3% | -1.3% |
| 3M | -1.6% | +2.0% | -3.6% | -1.6% |
| 6M | -0.2% | +13.0% | -13.3% | -0.7% |
| YTD | +1.4% | +13.6% | -12.1% | +0.9% |
| 1Y | +4.9% | +20.1% | -15.1% | +4.3% |
| 3Y | +14.7% | +77.6% | -62.8% | +11.9% |
| All | +16.8% | +105.9% | -89.1% | +13.9% |
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 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