+103.9%
IRS vs VOO
+800.4%
-696.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +3.9% | +3.9% |
| 7D | -0.3% | +2.6% | -2.9% | -2.4% |
| 30D | -9.1% | -2.0% | -7.1% | -7.6% |
| 3M | -15.0% | -2.8% | -12.3% | -13.0% |
| 6M | -7.0% | +2.2% | -9.2% | -8.6% |
| YTD | -24.2% | +11.5% | -35.7% | -30.5% |
| 1Y | -19.7% | +13.5% | -33.2% | -27.6% |
| 3Y | +149.1% | +78.1% | +71.1% | +57.1% |
| 5Y | +250.8% | +73.1% | +177.7% | +124.6% |
| 10Y | +5.8% | +310.7% | -305.0% | -66.4% |
| All | +103.9% | +800.4% | -696.5% | -66.7% |
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