+275.2%
ITA vs VOO
+325.3%
-50.1%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.5% |
| 7D | -2.9% | -0.8% | -2.2% | -2.2% |
| 30D | -13.0% | -1.1% | -11.9% | -12.0% |
| 3M | -7.1% | +3.9% | -11.0% | -10.6% |
| 6M | -8.1% | +13.6% | -21.7% | -18.8% |
| YTD | +2.2% | +12.7% | -10.6% | -9.0% |
| 1Y | +10.0% | +17.6% | -7.6% | -5.9% |
| 3Y | +102.6% | +77.3% | +25.3% | +14.9% |
| 5Y | +121.9% | +84.1% | +37.7% | +19.5% |
| All | +275.2% | +325.3% | -50.1% | -13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling