-92.0%
ITOC vs VOO
+41.0%
-133.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.9% |
| 7D | +3.1% | -2.0% | +5.0% | +4.6% |
| 30D | +4.8% | -1.7% | +6.5% | +6.2% |
| 3M | -29.5% | +4.7% | -34.2% | -31.7% |
| 6M | -9.3% | +12.6% | -21.8% | -15.8% |
| YTD | -27.8% | +11.8% | -39.6% | -32.4% |
| 1Y | -68.0% | +17.5% | -85.5% | -70.9% |
| All | -92.0% | +41.0% | -133.0% | -91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling