-90.7%
INEO vs VOO
+32.9%
-123.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.4% | +8.8% | +8.8% |
| 7D | -1.2% | +2.6% | -3.7% | -3.3% |
| 30D | +1.7% | -2.0% | +3.7% | +3.1% |
| 3M | -6.3% | -2.8% | -3.6% | -4.4% |
| 6M | +3.5% | +2.2% | +1.3% | +0.6% |
| YTD | +15.9% | +11.5% | +4.4% | +3.9% |
| 1Y | -25.0% | +13.5% | -38.5% | -33.8% |
| All | -90.7% | +32.9% | -123.7% | -93.4% |
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