+617.5%
ITRN vs VOO
+812.0%
-194.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | +1.4% | +0.5% | +0.9% | +1.1% |
| 30D | -2.2% | -0.9% | -1.3% | -1.6% |
| 3M | -18.0% | +3.9% | -21.9% | -20.0% |
| 6M | +8.6% | +14.5% | -5.9% | -0.3% |
| YTD | +25.1% | +13.0% | +12.1% | +15.9% |
| 1Y | +60.3% | +19.4% | +40.8% | +43.3% |
| 3Y | +106.7% | +78.9% | +27.9% | +44.4% |
| 5Y | +140.8% | +82.3% | +58.5% | +64.5% |
| 10Y | +193.3% | +314.2% | -120.9% | +22.3% |
| All | +617.5% | +812.0% | -194.5% | +67.9% |
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