-93.3%
IOTR vs VOO
+45.8%
-139.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +1.2% |
| 7D | -5.7% | -0.8% | -4.9% | -4.2% |
| 30D | -14.9% | -1.1% | -13.8% | -13.2% |
| 3M | -26.3% | +3.9% | -30.2% | -33.7% |
| 6M | +16.0% | +13.6% | +2.4% | -14.1% |
| YTD | -3.2% | +12.7% | -15.9% | -26.8% |
| 1Y | -47.2% | +17.6% | -64.7% | -64.4% |
| All | -93.3% | +45.8% | -139.1% | -98.7% |
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