+72.4%
ITRI vs VOO
+325.3%
-252.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.1% |
| 7D | -3.6% | -0.8% | -2.8% | -2.6% |
| 30D | -8.8% | -1.1% | -7.8% | -7.5% |
| 3M | +15.9% | +3.9% | +12.0% | +10.4% |
| 6M | +1.7% | +13.6% | -11.9% | -13.4% |
| YTD | +0.7% | +12.7% | -12.0% | -13.2% |
| 1Y | -22.4% | +17.6% | -39.9% | -36.4% |
| 3Y | +47.2% | +77.3% | -30.1% | -28.9% |
| 5Y | +18.6% | +84.1% | -65.5% | -44.4% |
| All | +72.4% | +325.3% | -252.9% | -68.2% |
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