-12.4%
INFQ vs VOO
+13.2%
-25.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +8.7% |
| 7D | +7.6% | +0.5% | +7.1% | +4.7% |
| 30D | +14.7% | -0.9% | +15.6% | +19.2% |
| 3M | -7.8% | +3.9% | -11.7% | -22.3% |
| 6M | +28.0% | +14.5% | +13.5% | -25.7% |
| All | -12.4% | +13.2% | -25.6% | -45.7% |
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