+557.3%
IJT vs VOO
+802.4%
-245.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -2.6% | -2.0% | -0.6% | -0.4% |
| 30D | -6.1% | -1.7% | -4.4% | -4.3% |
| 3M | +2.0% | +4.7% | -2.7% | -3.2% |
| 6M | +13.4% | +12.6% | +0.9% | -0.6% |
| YTD | +17.7% | +11.8% | +6.0% | +4.0% |
| 1Y | +19.5% | +17.5% | +1.9% | -0.2% |
| 3Y | +50.6% | +77.0% | -26.4% | -20.2% |
| 5Y | +31.4% | +82.6% | -51.2% | -32.7% |
| 10Y | +170.0% | +320.0% | -150.0% | -45.6% |
| All | +557.3% | +802.4% | -245.1% | -48.4% |
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