+145.7%
IRTC vs VOO
+81.6%
+64.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -2.4% | -0.4% | -2.0% | -1.9% |
| 30D | -4.2% | -1.4% | -2.8% | -2.6% |
| 3M | +5.0% | +3.7% | +1.3% | -0.2% |
| 6M | -3.4% | +13.0% | -16.4% | -18.0% |
| YTD | -32.6% | +12.4% | -45.1% | -42.5% |
| 1Y | -35.8% | +18.6% | -54.4% | -49.0% |
| 3Y | +24.2% | +78.1% | -53.9% | -45.1% |
| 5Y | +145.7% | +82.3% | +63.5% | +14.1% |
| All | +145.7% | +81.6% | +64.2% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling