+42.0%
IIIN vs VOO
+315.3%
-273.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +1.3% | -0.4% | +1.6% | +1.7% |
| 30D | -5.0% | -1.4% | -3.6% | -3.5% |
| 3M | +8.9% | +3.7% | +5.1% | +4.4% |
| 6M | -7.4% | +13.0% | -20.5% | -19.5% |
| YTD | -2.8% | +12.4% | -15.2% | -15.1% |
| 1Y | -16.3% | +18.6% | -34.9% | -31.1% |
| 3Y | +6.2% | +78.1% | -71.9% | -45.8% |
| 5Y | +15.1% | +82.3% | -67.2% | -43.1% |
| 10Y | +42.0% | +322.5% | -280.5% | -77.2% |
| All | +42.0% | +315.3% | -273.3% | -77.2% |
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