+140.4%
ITEQ vs VOO
+321.7%
-181.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -2.9% | -2.0% | -0.9% | -0.8% |
| 30D | -7.5% | -1.7% | -5.9% | -5.9% |
| 3M | -5.0% | +4.7% | -9.8% | -9.1% |
| 6M | +3.2% | +12.6% | -9.3% | -8.0% |
| YTD | +3.8% | +11.8% | -8.0% | -6.8% |
| 1Y | +7.1% | +17.5% | -10.4% | -8.4% |
| 3Y | +40.3% | +77.0% | -36.7% | -19.6% |
| 5Y | -11.4% | +82.6% | -94.0% | -50.2% |
| All | +140.4% | +321.7% | -181.4% | -35.3% |
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