+271.1%
VOO vs IR
+274.4%
-3.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.6% | +0.2% |
| 7D | -0.4% | -1.9% | +1.5% | +0.3% |
| 30D | -1.4% | -15.0% | +13.7% | +4.1% |
| 3M | +3.7% | -0.4% | +4.1% | +3.3% |
| 6M | +13.0% | -15.0% | +28.1% | +18.3% |
| YTD | +12.4% | -7.1% | +19.5% | +13.5% |
| 1Y | +18.6% | -7.5% | +26.1% | +19.5% |
| 3Y | +78.1% | +6.3% | +71.8% | +67.5% |
| 5Y | +82.3% | +37.3% | +44.9% | +54.5% |
| All | +271.1% | +274.4% | -3.3% | +137.4% |
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