-96.1%
IKT vs VOO
+124.3%
-220.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.4% |
| 7D | -6.4% | -0.8% | -5.6% | -5.7% |
| 30D | -2.5% | -1.1% | -1.4% | -1.4% |
| 3M | +40.1% | +3.9% | +36.2% | +35.0% |
| 6M | +15.8% | +13.6% | +2.2% | +2.5% |
| YTD | +14.1% | +12.7% | +1.4% | +2.1% |
| 1Y | +39.3% | +17.6% | +21.7% | +20.0% |
| 3Y | +11.4% | +77.3% | -65.9% | -30.8% |
| 5Y | -83.0% | +84.1% | -167.1% | -89.4% |
| All | -96.1% | +124.3% | -220.4% | -98.4% |
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 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