-34.1%
ITRG vs VOO
+153.6%
-187.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.9% |
| 7D | -4.5% | -2.0% | -2.5% | -2.5% |
| 30D | +6.2% | -1.7% | +7.8% | +8.2% |
| 3M | +21.6% | +4.7% | +16.8% | +16.5% |
| 6M | -24.6% | +12.6% | -37.1% | -32.1% |
| YTD | -31.2% | +11.8% | -42.9% | -37.5% |
| 1Y | +1.5% | +17.5% | -16.1% | -11.8% |
| 3Y | +186.0% | +77.0% | +109.0% | +62.7% |
| 5Y | -3.2% | +82.6% | -85.7% | -46.7% |
| All | -34.1% | +153.6% | -187.7% | -76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling