-96.1%
IKT vs VOO
+122.4%
-218.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.7% |
| 7D | -7.5% | -2.0% | -5.6% | -5.7% |
| 30D | -4.9% | -1.7% | -3.2% | -3.3% |
| 3M | +40.4% | +4.7% | +35.6% | +34.1% |
| 6M | +19.5% | +12.6% | +6.9% | +6.7% |
| YTD | +13.7% | +11.8% | +1.9% | +2.5% |
| 1Y | +51.3% | +17.5% | +33.8% | +30.6% |
| 3Y | +15.3% | +77.0% | -61.6% | -28.1% |
| 5Y | -83.0% | +82.6% | -165.6% | -89.3% |
| All | -96.1% | +122.4% | -218.5% | -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 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