+245.4%
INCE vs VOO
+311.3%
-65.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | +0.1% |
| 7D | +1.0% | +3.3% | -2.3% | -1.5% |
| 30D | +3.3% | -2.7% | +6.0% | +5.2% |
| 3M | -0.1% | -1.7% | +1.6% | +1.0% |
| 6M | +5.5% | +3.1% | +2.4% | +2.6% |
| YTD | +17.6% | +11.9% | +5.7% | +7.2% |
| 1Y | +20.9% | +12.1% | +8.8% | +10.0% |
| 3Y | +62.7% | +78.6% | -15.9% | +1.4% |
| 5Y | +62.9% | +73.8% | -10.9% | +2.9% |
| 10Y | +253.4% | +312.3% | -58.9% | +30.6% |
| All | +245.4% | +311.3% | -65.9% | +27.4% |
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