+43.0%
IOCT vs VOO
+75.0%
-32.0%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | 0.0% |
| 7D | -0.9% | -4.7% | +3.8% | +1.1% |
| 30D | -0.8% | -5.9% | +5.1% | +1.7% |
| 3M | -0.5% | -4.5% | +4.0% | +1.4% |
| 6M | +4.0% | +1.9% | +2.2% | +3.1% |
| YTD | +7.9% | +8.4% | -0.5% | +4.2% |
| 1Y | +10.3% | +9.5% | +0.8% | +6.0% |
| All | +43.0% | +75.0% | -32.0% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling