+66.9%
IYR vs VOO
+325.3%
-258.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.1% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | -2.7% | -1.1% | -1.6% | -1.8% |
| 3M | -2.1% | +3.9% | -6.0% | -5.4% |
| 6M | +3.6% | +13.6% | -10.0% | -7.2% |
| YTD | +8.1% | +12.7% | -4.6% | -2.6% |
| 1Y | +4.7% | +17.6% | -12.9% | -9.2% |
| 3Y | +29.1% | +77.3% | -48.2% | -22.4% |
| 5Y | +6.9% | +84.1% | -77.2% | -38.2% |
| All | +66.9% | +325.3% | -258.4% | -49.8% |
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