+270.7%
VOO vs IR
+332.9%
-62.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.6% |
| 7D | -0.9% | +1.1% | -2.0% | -1.3% |
| 30D | -2.3% | +7.6% | -9.9% | -4.9% |
| 3M | -1.2% | +0.1% | -1.3% | -1.5% |
| 6M | +3.3% | +14.0% | -10.6% | -1.9% |
| YTD | +12.3% | +7.5% | +4.8% | +7.7% |
| 1Y | +12.5% | +10.1% | +2.4% | +6.8% |
| 3Y | +79.2% | +24.9% | +54.3% | +59.5% |
| 5Y | +75.7% | +46.9% | +28.8% | +45.1% |
| All | +270.7% | +332.9% | -62.2% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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