+46.6%
IOCT vs VOO
+67.5%
-21.0%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | 0.0% |
| 7D | -0.9% | -4.7% | +3.8% | +1.0% |
| 30D | -0.8% | -5.9% | +5.1% | +1.7% |
| 3M | -0.5% | -4.5% | +4.0% | +1.3% |
| 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% |
| 3Y | +42.5% | +75.3% | -32.8% | +12.2% |
| 5Y | +46.6% | +67.9% | -21.3% | +15.4% |
| All | +46.6% | +67.5% | -21.0% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling