-77.3%
IRON vs VOO
+148.4%
-225.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.4% | -6.2% |
| 7D | -11.6% | -0.8% | -10.8% | -11.0% |
| 30D | -13.1% | -1.1% | -12.0% | -12.3% |
| 3M | +2.9% | +3.9% | -1.0% | -0.6% |
| 6M | +9.7% | +13.6% | -3.9% | -1.6% |
| YTD | -11.8% | +12.7% | -24.5% | -20.5% |
| 1Y | +16.2% | +17.6% | -1.4% | +0.9% |
| 3Y | +25.3% | +77.3% | -52.1% | -19.8% |
| 5Y | -50.1% | +84.1% | -134.2% | -67.6% |
| All | -77.3% | +148.4% | -225.7% | -85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling