+277.1%
INCO vs VOO
+760.3%
-483.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -2.9% | -2.0% | -0.9% | -1.6% |
| 30D | -4.9% | -1.7% | -3.2% | -3.9% |
| 3M | +4.2% | +4.7% | -0.5% | +1.0% |
| 6M | -1.0% | +12.6% | -13.5% | -8.3% |
| YTD | -8.1% | +11.8% | -19.9% | -14.6% |
| 1Y | -11.6% | +17.5% | -29.1% | -20.6% |
| 3Y | +18.6% | +77.0% | -58.4% | -20.4% |
| 5Y | +30.9% | +82.6% | -51.7% | -15.3% |
| 10Y | +109.6% | +320.0% | -210.4% | -28.4% |
| All | +277.1% | +760.3% | -483.2% | -14.2% |
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