-91.9%
ITOC vs VOO
+42.5%
-134.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.7% |
| 7D | +5.1% | +0.5% | +4.6% | +4.7% |
| 30D | +6.6% | -0.9% | +7.5% | +7.4% |
| 3M | -39.3% | +3.9% | -43.2% | -41.0% |
| 6M | -10.8% | +14.5% | -25.3% | -18.2% |
| YTD | -27.1% | +13.0% | -40.0% | -32.3% |
| 1Y | -66.2% | +19.4% | -85.6% | -69.5% |
| All | -91.9% | +42.5% | -134.4% | -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 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