-46.3%
IT vs VOO
+81.6%
-127.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -9.1% | -0.4% | -8.8% | -8.7% |
| 30D | -12.2% | -1.4% | -10.8% | -10.8% |
| 3M | +7.8% | +3.7% | +4.1% | +3.5% |
| 6M | +2.0% | +13.0% | -11.1% | -11.1% |
| YTD | -32.7% | +12.4% | -45.2% | -40.8% |
| 1Y | -31.1% | +18.6% | -49.7% | -42.8% |
| 3Y | -52.1% | +78.1% | -130.1% | -74.6% |
| 5Y | -46.3% | +82.3% | -128.5% | -70.8% |
| All | -46.3% | +81.6% | -127.9% | -70.8% |
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