-57.8%
ITRG vs VOO
+153.0%
-210.8%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.4% |
| 7D | -21.0% | +2.6% | -23.6% | -23.0% |
| 30D | -23.4% | -2.0% | -21.4% | -21.5% |
| 3M | -34.7% | -2.8% | -31.9% | -32.3% |
| 6M | -37.5% | +2.2% | -39.6% | -38.0% |
| YTD | -55.9% | +11.5% | -67.4% | -59.7% |
| 1Y | -42.2% | +13.5% | -55.6% | -47.9% |
| 3Y | +147.6% | +78.1% | +69.5% | +40.9% |
| 5Y | -28.0% | +73.1% | -101.2% | -57.8% |
| All | -57.8% | +153.0% | -210.8% | -84.8% |
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