+333.3%
IRTC vs VOO
+316.6%
+16.7%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.9% |
| 7D | -8.5% | -2.0% | -6.6% | -6.4% |
| 30D | -7.4% | -1.7% | -5.7% | -5.6% |
| 3M | -0.9% | +4.7% | -5.7% | -6.5% |
| 6M | -6.3% | +12.6% | -18.9% | -18.9% |
| YTD | -36.4% | +11.8% | -48.1% | -44.5% |
| 1Y | -38.0% | +17.5% | -55.5% | -49.1% |
| 3Y | +17.3% | +77.0% | -59.7% | -41.1% |
| 5Y | +134.6% | +82.6% | +52.0% | +16.8% |
| All | +333.3% | +316.6% | +16.7% | -12.3% |
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