-38.0%
IRTC vs VOO
+17.3%
-55.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.2% |
| 7D | -8.5% | -2.0% | -6.6% | -7.4% |
| 30D | -7.4% | -1.7% | -5.7% | -6.4% |
| 3M | -0.9% | +4.7% | -5.7% | -4.3% |
| 6M | -6.3% | +12.6% | -18.9% | -16.6% |
| YTD | -36.4% | +11.8% | -48.1% | -43.2% |
| 1Y | -38.0% | +17.5% | -55.5% | -48.5% |
| All | -38.0% | +17.3% | -55.3% | -48.5% |
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