-64.6%
IART vs VOO
+317.9%
-382.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.3% | +4.7% | +4.8% |
| 7D | +5.6% | +0.1% | +5.5% | +5.7% |
| 30D | +6.9% | -3.3% | +10.2% | +10.5% |
| 3M | -16.7% | -2.4% | -14.3% | -14.8% |
| 6M | +3.2% | +2.6% | +0.6% | +1.0% |
| YTD | +15.7% | +11.3% | +4.4% | +5.3% |
| 1Y | +19.4% | +13.4% | +5.9% | +6.8% |
| 3Y | -60.6% | +80.3% | -140.9% | -76.5% |
| 5Y | -79.8% | +72.7% | -152.5% | -87.5% |
| 10Y | -64.6% | +310.0% | -374.6% | -90.2% |
| All | -64.6% | +317.9% | -382.5% | -90.2% |
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