+1,538.6%
ITT vs VOO
+817.1%
+721.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +0.1% | +0.1% | +0.1% | 0.0% |
| 3M | +5.9% | +2.0% | +3.9% | +3.4% |
| 6M | +3.7% | +13.0% | -9.3% | -10.6% |
| YTD | +18.2% | +13.6% | +4.7% | +1.2% |
| 1Y | +19.6% | +20.1% | -0.5% | -4.5% |
| 3Y | +102.6% | +77.6% | +25.0% | +1.0% |
| 5Y | +129.3% | +82.4% | +46.9% | +11.8% |
| 10Y | +519.5% | +316.8% | +202.6% | +15.3% |
| All | +1,538.6% | +817.1% | +721.5% | +33.8% |
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