+250.8%
IYE vs VOO
+810.0%
-559.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.6% |
| 7D | +1.6% | -0.8% | +2.4% | +2.4% |
| 30D | +6.2% | -1.1% | +7.3% | +7.3% |
| 3M | +14.3% | +3.9% | +10.4% | +9.2% |
| 6M | +15.5% | +13.6% | +1.8% | -0.7% |
| YTD | +46.3% | +12.7% | +33.6% | +26.6% |
| 1Y | +48.8% | +17.6% | +31.2% | +22.7% |
| 3Y | +56.3% | +77.3% | -21.0% | -19.3% |
| 5Y | +208.3% | +84.1% | +124.2% | +48.6% |
| 10Y | +152.8% | +323.5% | -170.8% | -54.2% |
| All | +250.8% | +810.0% | -559.2% | -74.3% |
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