+40.3%
INFO vs VOO
+35.9%
+4.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +0.9% | +0.5% | +0.4% | +0.3% |
| 30D | -1.2% | -0.9% | -0.2% | -0.2% |
| 3M | +4.9% | +3.9% | +1.0% | +0.8% |
| 6M | +16.8% | +14.5% | +2.3% | +1.5% |
| YTD | +14.6% | +13.0% | +1.7% | +1.0% |
| 1Y | +21.7% | +19.4% | +2.2% | +1.2% |
| All | +40.3% | +35.9% | +4.4% | +2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling