-62.8%
IART vs VOO
+314.0%
-376.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.2% |
| 7D | -2.2% | +0.5% | -2.7% | -2.7% |
| 30D | -5.7% | -0.9% | -4.8% | -4.8% |
| 3M | -4.0% | +3.9% | -7.9% | -7.2% |
| 6M | +67.1% | +14.5% | +52.6% | +48.1% |
| YTD | +30.9% | +13.0% | +18.0% | +17.6% |
| 1Y | +3.7% | +19.4% | -15.7% | -11.0% |
| 3Y | -58.1% | +78.9% | -136.9% | -74.8% |
| 5Y | -78.5% | +82.3% | -160.7% | -87.3% |
| 10Y | -62.8% | +314.2% | -377.0% | -89.9% |
| All | -62.8% | +314.0% | -376.8% | -89.9% |
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