+27.4%
IIIN vs VOO
+309.6%
-282.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.5% |
| 7D | +4.3% | +2.6% | +1.8% | +1.4% |
| 30D | -6.2% | -2.0% | -4.2% | -3.9% |
| 3M | -14.8% | -2.8% | -12.0% | -11.8% |
| 6M | +5.1% | +2.2% | +3.0% | +2.8% |
| YTD | -11.6% | +11.5% | -23.2% | -21.9% |
| 1Y | -10.4% | +13.5% | -23.9% | -22.4% |
| 3Y | +7.4% | +78.1% | -70.7% | -45.0% |
| 5Y | -15.4% | +73.1% | -88.5% | -55.3% |
| All | +27.4% | +309.6% | -282.3% | -78.6% |
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