+165.0%
INEQ vs VOO
+313.5%
-148.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +1.2% | +3.3% | -2.0% | -0.9% |
| 30D | +2.2% | -2.7% | +4.9% | +4.0% |
| 3M | -2.7% | -1.7% | -0.9% | -1.6% |
| 6M | +1.9% | +3.1% | -1.2% | -0.2% |
| YTD | +10.5% | +11.9% | -1.4% | +2.5% |
| 1Y | +13.9% | +12.1% | +1.8% | +5.5% |
| 3Y | +78.5% | +78.6% | -0.1% | +21.1% |
| 5Y | +85.3% | +73.8% | +11.5% | +26.7% |
| 10Y | +158.8% | +312.3% | -153.5% | +15.3% |
| All | +165.0% | +313.5% | -148.5% | +18.8% |
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