-73.7%
INO vs VOO
+79.1%
-152.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +6.8% | +0.5% | +6.2% | +6.1% |
| 30D | +111.9% | -0.9% | +112.9% | +114.0% |
| 3M | +30.3% | +3.9% | +26.4% | +22.9% |
| 6M | -18.4% | +14.5% | -32.9% | -31.5% |
| YTD | -18.4% | +13.0% | -31.3% | -30.3% |
| 1Y | -50.5% | +19.4% | -70.0% | -60.6% |
| 3Y | -73.7% | +78.9% | -152.6% | -88.9% |
| All | -73.7% | +79.1% | -152.8% | -88.9% |
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