+3.4%
INN vs VOO
+656.9%
-653.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.6% |
| 7D | -0.9% | -2.0% | +1.1% | +1.5% |
| 30D | -4.9% | -1.7% | -3.2% | -3.0% |
| 3M | -6.1% | +4.7% | -10.9% | -11.7% |
| 6M | +44.7% | +12.6% | +32.2% | +24.6% |
| YTD | +21.9% | +11.8% | +10.1% | +5.8% |
| 1Y | +7.0% | +17.5% | -10.5% | -12.8% |
| 3Y | +13.3% | +77.0% | -63.7% | -42.2% |
| 5Y | -21.9% | +82.6% | -104.4% | -61.2% |
| 10Y | -38.0% | +320.0% | -358.0% | -87.0% |
| All | +3.4% | +656.9% | -653.6% | -88.7% |
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