+125.4%
ITEQ vs VOO
+334.5%
-209.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.6% |
| 7D | +5.9% | +3.3% | +2.6% | +2.5% |
| 30D | -8.2% | -2.7% | -5.5% | -5.4% |
| 3M | -15.0% | -1.7% | -13.3% | -13.2% |
| 6M | -11.4% | +3.1% | -14.5% | -13.5% |
| YTD | -4.0% | +11.9% | -16.0% | -13.7% |
| 1Y | -3.8% | +12.1% | -15.8% | -13.5% |
| 3Y | +45.1% | +78.6% | -33.5% | -17.1% |
| 5Y | -22.1% | +73.8% | -95.9% | -54.0% |
| 10Y | +128.9% | +312.3% | -183.4% | -37.1% |
| All | +125.4% | +334.5% | -209.1% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling