-74.4%
IRON vs VOO
+150.3%
-224.7%
-96.7%
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% | +0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +0.4% | +0.1% | +0.3% | +0.3% |
| 3M | +11.4% | +2.0% | +9.4% | +9.4% |
| 6M | +29.7% | +13.0% | +16.6% | +16.8% |
| YTD | -0.2% | +13.6% | -13.8% | -10.7% |
| 1Y | +31.6% | +20.1% | +11.6% | +12.3% |
| 3Y | +50.9% | +77.6% | -26.6% | -3.6% |
| 5Y | -50.0% | +82.4% | -132.4% | -67.5% |
| All | -74.4% | +150.3% | -224.7% | -84.0% |
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 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