-97.6%
INO vs VOO
+810.0%
-907.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -3.1% |
| 7D | -12.6% | -0.8% | -11.8% | -11.9% |
| 30D | +62.3% | -1.1% | +63.4% | +64.0% |
| 3M | +13.6% | +3.9% | +9.7% | +8.3% |
| 6M | -26.0% | +13.6% | -39.7% | -35.1% |
| YTD | -28.2% | +12.7% | -40.9% | -36.5% |
| 1Y | -52.8% | +17.6% | -70.4% | -59.8% |
| 3Y | -77.4% | +77.3% | -154.7% | -86.7% |
| 5Y | -98.7% | +84.1% | -182.8% | -99.2% |
| 10Y | -98.8% | +323.5% | -422.3% | -99.7% |
| All | -97.6% | +810.0% | -907.6% | -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