+12.9%
IIIN vs VOO
+82.3%
-69.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.4% |
| 7D | +2.0% | +0.5% | +1.4% | +1.4% |
| 30D | -5.0% | -0.9% | -4.1% | -4.1% |
| 3M | +9.7% | +3.9% | +5.8% | +5.6% |
| 6M | -9.8% | +14.5% | -24.3% | -21.3% |
| YTD | -3.0% | +13.0% | -15.9% | -14.2% |
| 1Y | -18.2% | +19.4% | -37.7% | -31.6% |
| 3Y | +6.0% | +78.9% | -72.9% | -41.2% |
| 5Y | +12.9% | +82.3% | -69.4% | -39.9% |
| All | +12.9% | +82.3% | -69.5% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling