+171.3%
IRS vs VOO
+77.0%
+94.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.8% |
| 7D | +1.1% | -0.4% | +1.5% | +1.5% |
| 30D | +4.1% | -1.4% | +5.5% | +5.7% |
| 3M | -0.8% | +3.7% | -4.5% | -4.8% |
| 6M | +3.8% | +13.0% | -9.2% | -9.6% |
| YTD | -6.5% | +12.4% | -19.0% | -17.9% |
| 1Y | +23.7% | +18.6% | +5.1% | +2.9% |
| All | +171.3% | +77.0% | +94.3% | +55.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling