-100.0%
INBS vs VOO
+123.8%
-223.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.7% |
| 7D | -9.3% | -0.4% | -9.0% | -9.0% |
| 30D | +14.3% | -1.4% | +15.7% | +16.1% |
| 3M | -7.4% | +3.7% | -11.2% | -11.8% |
| 6M | -45.4% | +13.0% | -58.4% | -53.2% |
| YTD | -76.5% | +12.4% | -88.9% | -79.7% |
| 1Y | -87.3% | +18.6% | -105.9% | -89.8% |
| 3Y | -98.8% | +78.1% | -176.9% | -99.4% |
| 5Y | -100.0% | +82.3% | -182.2% | -100.0% |
| All | -100.0% | +123.8% | -223.8% | -100.0% |
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