-100.0%
INHD vs VOO
+67.6%
-167.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -12.6% | -0.8% | -11.8% | -12.3% |
| 30D | -42.5% | -1.1% | -41.5% | -42.2% |
| 3M | -90.0% | +3.9% | -93.9% | -90.2% |
| 6M | -83.4% | +13.6% | -97.0% | -82.4% |
| YTD | -82.6% | +12.7% | -95.3% | -81.8% |
| 1Y | -99.8% | +17.6% | -117.4% | -99.8% |
| All | -100.0% | +67.6% | -167.6% | -100.0% |
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