+193.7%
ITRG vs VOO
+79.7%
+114.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -5.1% |
| 7D | -4.1% | -0.9% | -3.2% | -3.2% |
| 30D | -18.0% | -2.3% | -15.6% | -15.7% |
| 3M | -19.2% | -1.2% | -18.1% | -17.8% |
| 6M | -28.3% | +3.3% | -31.7% | -29.7% |
| YTD | -47.6% | +12.3% | -60.0% | -52.1% |
| 1Y | -31.1% | +12.5% | -43.6% | -37.0% |
| All | +193.7% | +79.7% | +114.0% | +153.4% |
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