+78.8%
ITDI vs VOO
+82.6%
-3.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.4% |
| 7D | +2.7% | +3.3% | -0.5% | -0.3% |
| 30D | -2.2% | -2.7% | +0.5% | +0.3% |
| 3M | -3.3% | -1.7% | -1.6% | -1.7% |
| 6M | +1.6% | +3.1% | -1.5% | -1.2% |
| YTD | +11.4% | +11.9% | -0.5% | +0.6% |
| 1Y | +12.1% | +12.1% | 0.0% | +1.1% |
| 3Y | +73.8% | +78.6% | -4.8% | +1.7% |
| All | +78.8% | +82.6% | -3.7% | +1.3% |
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