-91.5%
INEO vs VOO
+34.0%
-125.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.5% | -5.5% |
| 7D | -4.9% | -0.4% | -4.6% | -4.6% |
| 30D | -12.8% | -1.4% | -11.4% | -11.7% |
| 3M | -11.6% | +3.7% | -15.4% | -15.2% |
| 6M | +8.5% | +13.0% | -4.6% | -4.0% |
| YTD | +5.9% | +12.4% | -6.5% | -5.3% |
| 1Y | -38.4% | +18.6% | -57.0% | -47.7% |
| All | -91.5% | +34.0% | -125.6% | -94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling