+372.4%
IRTC vs VOO
+323.4%
+49.0%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -1.1% | +0.1% | -1.2% | -1.3% |
| 3M | +14.6% | +2.0% | +12.6% | +11.4% |
| 6M | -3.8% | +13.0% | -16.8% | -17.1% |
| YTD | -30.6% | +13.6% | -44.2% | -40.7% |
| 1Y | -32.4% | +20.1% | -52.5% | -45.9% |
| 3Y | +20.2% | +77.6% | -57.4% | -39.9% |
| 5Y | +159.9% | +82.4% | +77.4% | +29.3% |
| All | +372.4% | +323.4% | +49.0% | -6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling