-99.9%
INM vs VOO
+815.3%
-915.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.5% | +2.8% |
| 7D | +9.4% | -0.7% | +10.2% | +10.1% |
| 30D | +31.6% | -1.1% | +32.6% | +32.8% |
| 3M | +17.4% | -0.3% | +17.8% | +17.9% |
| 6M | +133.9% | +7.4% | +126.5% | +118.5% |
| YTD | +65.1% | +13.4% | +51.7% | +47.5% |
| 1Y | +1.2% | +14.8% | -13.6% | -10.5% |
| 3Y | -81.0% | +83.3% | -164.3% | -88.6% |
| 5Y | -99.8% | +76.1% | -175.9% | -99.9% |
| 10Y | -99.9% | +333.4% | -433.3% | -100.0% |
| All | -99.9% | +815.3% | -915.2% | -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 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