+22.0%
IRTC vs VOO
+77.8%
-55.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -0.1% | +0.5% | -0.6% | -0.6% |
| 30D | -4.4% | -0.9% | -3.4% | -3.6% |
| 3M | +14.0% | +3.9% | +10.1% | +9.5% |
| 6M | -1.1% | +14.5% | -15.6% | -14.2% |
| YTD | -31.1% | +13.0% | -44.1% | -39.4% |
| 1Y | -34.7% | +19.4% | -54.1% | -45.8% |
| All | +22.0% | +77.8% | -55.8% | -41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling