-74.1%
IRON vs VOO
+145.8%
-219.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.6% |
| 7D | +1.4% | +2.6% | -1.2% | -0.8% |
| 30D | +43.5% | -2.0% | +45.5% | +46.4% |
| 3M | 0.0% | -2.8% | +2.8% | +2.6% |
| 6M | +14.2% | +2.2% | +12.1% | +12.3% |
| YTD | +0.7% | +11.5% | -10.8% | -8.2% |
| 1Y | -8.1% | +13.5% | -21.6% | -17.5% |
| 3Y | +61.3% | +78.1% | -16.8% | +3.4% |
| 5Y | -22.0% | +73.1% | -95.2% | -47.7% |
| All | -74.1% | +145.8% | -219.9% | -83.5% |
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