+33.6%
ISTR vs VOO
+21.4%
+12.2%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.4% |
| 7D | +1.5% | +0.3% | +1.2% | +1.3% |
| 30D | +0.5% | +0.2% | +0.3% | +0.4% |
| 3M | +10.6% | +2.8% | +7.8% | +8.9% |
| 6M | +10.2% | +14.3% | -4.1% | +0.5% |
| YTD | +15.9% | +14.0% | +1.9% | +5.7% |
| All | +33.6% | +21.4% | +12.2% | +15.9% |
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