-65.5%
INO vs VOO
+78.8%
-144.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.6% | -3.6% |
| 7D | -12.7% | -0.6% | -12.1% | -11.7% |
| 30D | +26.1% | -3.6% | +29.7% | +31.8% |
| 3M | +95.9% | -2.7% | +98.7% | +102.8% |
| 6M | -0.7% | +2.2% | -2.9% | -3.7% |
| YTD | -16.7% | +10.9% | -27.6% | -26.6% |
| 1Y | -32.6% | +11.3% | -43.9% | -40.9% |
| 3Y | -65.5% | +76.9% | -142.4% | -85.3% |
| All | -65.5% | +78.8% | -144.3% | -85.3% |
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