-97.2%
INO vs VOO
+795.4%
-892.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.6% | -3.7% |
| 7D | -12.7% | -0.6% | -12.1% | -11.7% |
| 30D | +26.1% | -3.6% | +29.7% | +31.2% |
| 3M | +95.9% | -2.7% | +98.7% | +102.1% |
| 6M | -0.7% | +2.2% | -2.9% | -3.3% |
| YTD | -16.7% | +10.9% | -27.6% | -24.8% |
| 1Y | -32.6% | +11.3% | -43.9% | -39.4% |
| 3Y | -65.5% | +76.9% | -142.4% | -79.6% |
| 5Y | -98.3% | +73.5% | -171.8% | -98.9% |
| 10Y | -98.5% | +307.7% | -406.1% | -99.6% |
| All | -97.2% | +795.4% | -892.6% | -99.7% |
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