-77.3%
INM vs VOO
+81.4%
-158.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.5% | +2.9% |
| 7D | +9.4% | -0.7% | +10.2% | +10.0% |
| 30D | +31.6% | -1.1% | +32.6% | +32.7% |
| 3M | +17.4% | -0.3% | +17.8% | +17.8% |
| 6M | +133.9% | +7.4% | +126.5% | +118.3% |
| YTD | +65.1% | +13.4% | +51.7% | +46.2% |
| 1Y | +1.2% | +14.8% | -13.6% | -11.4% |
| All | -77.3% | +81.4% | -158.7% | -80.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling