+241.1%
ITB vs VOO
+325.3%
-84.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.5% |
| 7D | -4.7% | -0.8% | -3.9% | -3.8% |
| 30D | -8.8% | -1.1% | -7.7% | -7.6% |
| 3M | -8.2% | +3.9% | -12.1% | -12.1% |
| 6M | -5.8% | +13.6% | -19.4% | -18.2% |
| YTD | -6.7% | +12.7% | -19.4% | -18.3% |
| 1Y | -22.3% | +17.6% | -39.8% | -35.2% |
| 3Y | +8.0% | +77.3% | -69.3% | -44.3% |
| 5Y | +32.6% | +84.1% | -51.5% | -33.8% |
| All | +241.1% | +325.3% | -84.2% | -31.6% |
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 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