-25.5%
IRON vs VOO
+72.6%
-98.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.5% |
| 7D | +1.4% | +2.6% | -1.2% | -1.0% |
| 30D | +43.5% | -2.0% | +45.5% | +46.7% |
| 3M | 0.0% | -2.8% | +2.8% | +2.8% |
| 6M | +14.2% | +2.2% | +12.1% | +12.1% |
| YTD | +0.7% | +11.5% | -10.8% | -9.0% |
| 1Y | -8.1% | +13.5% | -21.6% | -18.4% |
| 3Y | +61.3% | +78.1% | -16.8% | -1.4% |
| All | -25.5% | +72.6% | -98.1% | -45.0% |
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