-1.4%
IART vs VOO
+817.1%
-818.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -5.4% | +0.1% | -5.5% | -5.5% |
| 3M | -4.8% | +2.0% | -6.8% | -6.3% |
| 6M | +60.9% | +13.0% | +47.9% | +44.3% |
| YTD | +34.6% | +13.6% | +21.0% | +20.2% |
| 1Y | +6.8% | +20.1% | -13.2% | -9.0% |
| 3Y | -60.9% | +77.6% | -138.5% | -76.6% |
| 5Y | -78.0% | +82.4% | -160.4% | -87.2% |
| 10Y | -61.6% | +316.8% | -378.5% | -89.8% |
| All | -1.4% | +817.1% | -818.5% | -89.5% |
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