+79.5%
IFN vs VOO
+315.3%
-235.8%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -2.2% | -0.4% | -1.9% | -2.0% |
| 30D | -1.1% | -1.4% | +0.2% | -0.4% |
| 3M | +8.1% | +3.7% | +4.4% | +5.8% |
| 6M | -2.2% | +13.0% | -15.3% | -9.0% |
| YTD | -9.0% | +12.4% | -21.4% | -15.0% |
| 1Y | -15.4% | +18.6% | -34.0% | -23.5% |
| 3Y | -4.1% | +78.1% | -82.2% | -32.4% |
| 5Y | -2.3% | +82.3% | -84.6% | -32.7% |
| 10Y | +79.5% | +322.5% | -243.0% | -30.6% |
| All | +79.5% | +315.3% | -235.8% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling