+430.8%
INFU vs VOO
+812.0%
-381.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | -1.7% | +0.5% | -2.3% | -2.1% |
| 30D | -4.8% | -0.9% | -3.9% | -4.2% |
| 3M | +32.0% | +3.9% | +28.1% | +28.6% |
| 6M | +25.4% | +14.5% | +10.9% | +14.1% |
| YTD | +32.6% | +13.0% | +19.6% | +22.0% |
| 1Y | +15.9% | +19.4% | -3.5% | +2.7% |
| 3Y | +20.0% | +78.9% | -58.9% | -17.5% |
| 5Y | -13.0% | +82.3% | -95.2% | -40.9% |
| 10Y | +310.0% | +314.2% | -4.2% | +81.3% |
| All | +430.8% | +812.0% | -381.2% | +30.8% |
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