+7.2%
INN vs VOO
+21.4%
-14.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.1% | -1.8% |
| 7D | -3.2% | +0.3% | -3.5% | -3.4% |
| 30D | -15.9% | +0.2% | -16.1% | -16.0% |
| 3M | -0.9% | +2.8% | -3.7% | -3.0% |
| 6M | +27.1% | +14.3% | +12.8% | +13.2% |
| YTD | +23.0% | +14.0% | +8.9% | +9.5% |
| All | +7.2% | +21.4% | -14.2% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling