+73.3%
INCY vs VOO
+80.3%
-7.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.8% |
| 7D | -3.7% | -2.0% | -1.7% | -2.7% |
| 30D | +1.8% | -1.7% | +3.5% | +2.7% |
| 3M | +17.0% | +4.7% | +12.2% | +13.9% |
| 6M | +28.4% | +12.6% | +15.8% | +19.9% |
| YTD | +24.8% | +11.8% | +13.1% | +17.1% |
| 1Y | +42.9% | +17.5% | +25.4% | +30.5% |
| 3Y | +92.7% | +77.0% | +15.7% | +41.4% |
| 5Y | +73.3% | +82.6% | -9.2% | +23.1% |
| All | +73.3% | +80.3% | -7.0% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling