+806.7%
INCY vs VOO
+812.0%
-5.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -0.5% | +0.5% | -1.0% | -1.0% |
| 30D | +3.2% | -0.9% | +4.1% | +4.1% |
| 3M | +23.6% | +3.9% | +19.7% | +18.8% |
| 6M | +29.7% | +14.5% | +15.1% | +13.5% |
| YTD | +25.9% | +13.0% | +13.0% | +11.8% |
| 1Y | +43.7% | +19.4% | +24.3% | +20.9% |
| 3Y | +94.4% | +78.9% | +15.6% | +8.7% |
| 5Y | +68.0% | +82.3% | -14.3% | -10.7% |
| 10Y | +52.5% | +314.2% | -261.7% | -72.4% |
| All | +806.7% | +812.0% | -5.3% | -37.8% |
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