-86.0%
INNPF vs VOO
+128.1%
-214.1%
-98.3%
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% | -0.2% |
| 7D | 0.0% | -0.8% | +0.8% | +0.1% |
| 30D | +22.4% | -1.1% | +23.4% | +22.7% |
| 3M | -27.1% | +3.9% | -31.0% | -27.7% |
| 6M | -65.5% | +13.6% | -79.1% | -66.5% |
| YTD | -75.8% | +12.7% | -88.5% | -76.5% |
| 1Y | -78.8% | +17.6% | -96.3% | -79.7% |
| 3Y | -89.9% | +77.3% | -167.2% | -91.6% |
| 5Y | -95.4% | +84.1% | -179.5% | -96.2% |
| All | -86.0% | +128.1% | -214.1% | -90.7% |
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 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