+27.3%
IRS vs VOO
+325.3%
-298.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.9% |
| 7D | +2.5% | -0.8% | +3.3% | +3.2% |
| 30D | +6.1% | -1.1% | +7.1% | +7.0% |
| 3M | -8.0% | +3.9% | -11.9% | -11.1% |
| 6M | +1.6% | +13.6% | -12.0% | -8.7% |
| YTD | -6.0% | +12.7% | -18.8% | -14.9% |
| 1Y | +23.7% | +17.6% | +6.1% | +8.4% |
| 3Y | +172.7% | +77.3% | +95.4% | +72.2% |
| 5Y | +353.0% | +84.1% | +268.9% | +175.5% |
| All | +27.3% | +325.3% | -298.0% | -59.6% |
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