+476.8%
IIIN vs VOO
+777.9%
-301.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -1.1% |
| 7D | -6.0% | -2.7% | -3.3% | -2.8% |
| 30D | -9.6% | -5.4% | -4.3% | -3.4% |
| 3M | -17.2% | -4.1% | -13.2% | -12.9% |
| 6M | +0.3% | +0.7% | -0.4% | -0.4% |
| YTD | -15.3% | +8.7% | -24.0% | -23.4% |
| 1Y | -11.3% | +11.0% | -22.3% | -21.8% |
| 3Y | +2.9% | +75.5% | -72.5% | -48.2% |
| 5Y | -18.0% | +68.4% | -86.3% | -56.8% |
| 10Y | +54.4% | +315.7% | -261.3% | -73.5% |
| All | +476.8% | +777.9% | -301.1% | -69.9% |
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 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