-93.2%
IOTR vs VOO
+45.4%
-138.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -1.9% |
| 7D | -5.9% | -0.4% | -5.5% | -5.3% |
| 30D | -11.4% | -1.4% | -10.1% | -9.3% |
| 3M | -24.8% | +3.7% | -28.5% | -32.2% |
| 6M | +19.4% | +13.0% | +6.4% | -10.5% |
| YTD | -1.8% | +12.4% | -14.3% | -25.5% |
| 1Y | -46.3% | +18.6% | -64.9% | -64.9% |
| All | -93.2% | +45.4% | -138.7% | -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 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