+65.3%
ITRI vs VOO
+800.4%
-735.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -2.4% | +2.6% | -5.0% | -5.5% |
| 30D | +13.8% | -2.0% | +15.8% | +16.3% |
| 3M | -6.5% | -2.8% | -3.7% | -3.5% |
| 6M | +16.8% | +2.2% | +14.7% | +13.4% |
| YTD | +3.4% | +11.5% | -8.1% | -9.5% |
| 1Y | -3.4% | +13.5% | -16.9% | -17.3% |
| 3Y | +51.2% | +78.1% | -26.9% | -25.8% |
| 5Y | +33.1% | +73.1% | -40.0% | -31.1% |
| 10Y | +59.2% | +310.7% | -251.6% | -69.3% |
| All | +65.3% | +800.4% | -735.2% | -87.6% |
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