+66.9%
ITRI vs VOO
+817.1%
-750.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | -0.5% | +0.1% | -0.6% | -0.7% |
| 30D | -8.1% | +0.1% | -8.2% | -8.2% |
| 3M | +19.7% | +2.0% | +17.7% | +16.7% |
| 6M | +5.1% | +13.0% | -7.9% | -9.5% |
| YTD | +4.5% | +13.6% | -9.1% | -10.4% |
| 1Y | -19.9% | +20.1% | -40.0% | -35.6% |
| 3Y | +41.6% | +77.6% | -35.9% | -30.0% |
| 5Y | +18.6% | +82.4% | -63.9% | -42.2% |
| 10Y | +81.7% | +316.8% | -235.1% | -65.6% |
| All | +66.9% | +817.1% | -750.2% | -87.8% |
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