+396.5%
IYT vs VOO
+810.0%
-413.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.8% |
| 7D | -2.4% | -0.8% | -1.6% | -1.6% |
| 30D | -5.5% | -1.1% | -4.5% | -4.4% |
| 3M | -4.5% | +3.9% | -8.3% | -8.4% |
| 6M | +9.0% | +13.6% | -4.7% | -5.1% |
| YTD | +10.8% | +12.7% | -1.9% | -2.6% |
| 1Y | +16.9% | +17.6% | -0.7% | -1.9% |
| 3Y | +39.7% | +77.3% | -37.6% | -24.4% |
| 5Y | +40.4% | +84.1% | -43.7% | -27.2% |
| 10Y | +161.7% | +323.5% | -161.8% | -45.8% |
| All | +396.5% | +810.0% | -413.5% | -56.7% |
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