-99.6%
ITP vs VOO
+812.0%
-911.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.7% |
| 7D | +2.4% | +0.5% | +1.9% | +2.1% |
| 30D | -8.9% | -0.9% | -8.0% | -8.5% |
| 3M | -13.7% | +3.9% | -17.6% | -15.3% |
| 6M | -13.7% | +14.5% | -28.3% | -19.3% |
| YTD | -25.5% | +13.0% | -38.5% | -29.7% |
| 1Y | -18.1% | +19.4% | -37.5% | -24.8% |
| 3Y | -61.9% | +78.9% | -140.8% | -72.3% |
| 5Y | -96.1% | +82.3% | -178.4% | -97.2% |
| 10Y | -98.4% | +314.2% | -412.6% | -99.3% |
| All | -99.6% | +812.0% | -911.6% | -99.9% |
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