+573.6%
IIIN vs VOO
+817.1%
-243.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -4.8% | +0.1% | -4.8% | -4.8% |
| 3M | +8.7% | +2.0% | +6.7% | +6.1% |
| 6M | -13.5% | +13.0% | -26.6% | -25.3% |
| YTD | -1.1% | +13.6% | -14.7% | -15.2% |
| 1Y | -16.8% | +20.1% | -36.9% | -33.2% |
| 3Y | +1.5% | +77.6% | -76.1% | -49.5% |
| 5Y | +14.0% | +82.4% | -68.5% | -45.6% |
| 10Y | +41.5% | +316.8% | -275.3% | -75.7% |
| All | +573.6% | +817.1% | -243.5% | -66.7% |
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