-68.9%
ITOC vs VOO
+20.9%
-89.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.4% | +8.9% | +8.9% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +10.3% | +0.1% | +10.3% | +10.3% |
| 3M | +6.7% | +2.0% | +4.7% | +5.0% |
| 6M | -8.6% | +13.0% | -21.6% | -17.9% |
| YTD | -24.0% | +13.6% | -37.6% | -31.5% |
| 1Y | -68.9% | +20.1% | -89.0% | -77.8% |
| All | -68.9% | +20.9% | -89.8% | -77.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling