-19.1%
IRTC vs VOO
+72.9%
-92.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.6% |
| 7D | -31.9% | -0.6% | -31.3% | -31.6% |
| 30D | -19.3% | -3.6% | -15.7% | -16.0% |
| 3M | -31.0% | -2.7% | -28.3% | -29.1% |
| 6M | -28.7% | +2.2% | -30.9% | -31.5% |
| YTD | -51.5% | +10.9% | -62.4% | -58.0% |
| 1Y | -51.2% | +11.3% | -62.5% | -57.9% |
| 3Y | +18.8% | +76.9% | -58.1% | -46.8% |
| All | -19.1% | +72.9% | -92.1% | -61.6% |
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