-20.8%
IART vs VOO
+777.9%
-798.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.2% |
| 7D | +5.3% | -2.7% | +8.0% | +8.2% |
| 30D | +3.2% | -5.4% | +8.6% | +8.9% |
| 3M | -21.5% | -4.1% | -17.5% | -18.5% |
| 6M | -4.1% | +0.7% | -4.9% | -4.7% |
| YTD | +8.1% | +8.7% | -0.7% | +0.4% |
| 1Y | +19.6% | +11.0% | +8.6% | +9.2% |
| 3Y | -64.8% | +75.5% | -140.3% | -78.8% |
| 5Y | -81.4% | +68.4% | -149.8% | -88.4% |
| 10Y | -64.9% | +315.7% | -380.6% | -90.7% |
| All | -20.8% | +777.9% | -798.7% | -91.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling