+270.3%
IRTC vs VOO
+309.6%
-39.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.3% |
| 7D | +1.9% | +2.6% | -0.7% | -1.1% |
| 30D | -13.3% | -2.0% | -11.3% | -11.6% |
| 3M | -25.4% | -2.8% | -22.6% | -23.3% |
| 6M | -19.8% | +2.2% | -22.0% | -22.7% |
| YTD | -48.2% | +11.5% | -59.7% | -54.9% |
| 1Y | -45.5% | +13.5% | -58.9% | -53.5% |
| 3Y | +22.0% | +78.1% | -56.1% | -39.5% |
| 5Y | -13.8% | +73.1% | -87.0% | -54.8% |
| All | +270.3% | +309.6% | -39.3% | -11.9% |
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