+536.9%
ITGR vs VOO
+802.4%
-265.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | +0.4% | -2.0% | +2.4% | +2.7% |
| 30D | +0.8% | -1.7% | +2.5% | +2.6% |
| 3M | +38.0% | +4.7% | +33.2% | +30.7% |
| 6M | +51.4% | +12.6% | +38.8% | +32.2% |
| YTD | +60.7% | +11.8% | +49.0% | +41.3% |
| 1Y | +23.0% | +17.5% | +5.5% | +1.7% |
| 3Y | +56.6% | +77.0% | -20.4% | -20.1% |
| 5Y | +34.1% | +82.6% | -48.5% | -34.6% |
| 10Y | +437.1% | +320.0% | +117.1% | +1.4% |
| All | +536.9% | +802.4% | -265.4% | -53.4% |
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