+52.4%
IOCT vs VOO
+91.2%
-38.8%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +1.2% | +0.1% | +1.1% | +1.2% |
| 3M | +4.2% | +2.0% | +2.2% | +3.2% |
| 6M | +6.7% | +13.0% | -6.4% | +1.3% |
| YTD | +9.8% | +13.6% | -3.8% | +4.0% |
| 1Y | +14.5% | +20.1% | -5.6% | +6.0% |
| 3Y | +44.9% | +77.6% | -32.7% | +13.5% |
| All | +52.4% | +91.2% | -38.8% | +15.1% |
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