+154.8%
IRT vs VOO
+315.3%
-160.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.9% |
| 7D | -6.7% | -0.4% | -6.3% | -6.4% |
| 30D | -9.0% | -1.4% | -7.6% | -7.8% |
| 3M | -9.0% | +3.7% | -12.7% | -12.3% |
| 6M | -4.5% | +13.0% | -17.6% | -15.2% |
| YTD | -10.9% | +12.4% | -23.4% | -20.5% |
| 1Y | -11.2% | +18.6% | -29.8% | -24.9% |
| 3Y | +6.5% | +78.1% | -71.6% | -39.4% |
| 5Y | -9.1% | +82.3% | -91.4% | -50.0% |
| 10Y | +154.8% | +322.5% | -167.8% | -36.6% |
| All | +154.8% | +315.3% | -160.6% | -36.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling