-11.2%
IRT vs VOO
+18.9%
-30.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.2% |
| 7D | -6.7% | -0.4% | -6.3% | -6.6% |
| 30D | -9.0% | -1.4% | -7.6% | -8.7% |
| 3M | -9.0% | +3.7% | -12.7% | -9.4% |
| 6M | -4.5% | +13.0% | -17.6% | -7.9% |
| YTD | -10.9% | +12.4% | -23.4% | -13.6% |
| 1Y | -11.2% | +18.6% | -29.8% | -18.2% |
| All | -11.2% | +18.9% | -30.1% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling