+82.3%
VOO vs IR
+46.5%
+35.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | +0.1% |
| 7D | +0.5% | +0.6% | -0.1% | +0.3% |
| 30D | -0.9% | -13.6% | +12.7% | +4.5% |
| 3M | +3.9% | +3.7% | +0.2% | +1.8% |
| 6M | +14.5% | -13.1% | +27.6% | +19.5% |
| YTD | +13.0% | -5.1% | +18.1% | +12.9% |
| 1Y | +19.4% | -6.5% | +25.9% | +19.6% |
| 3Y | +78.9% | +8.5% | +70.4% | +60.6% |
| 5Y | +82.3% | +43.3% | +39.0% | +37.7% |
| All | +82.3% | +46.5% | +35.7% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling