+595.6%
INOD vs VOO
+82.8%
+512.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -1.6% |
| 7D | -4.4% | -0.8% | -3.6% | -2.8% |
| 30D | -13.4% | -1.1% | -12.4% | -11.3% |
| 3M | -49.5% | +3.9% | -53.4% | -53.2% |
| 6M | +18.6% | +13.6% | +5.0% | -5.5% |
| YTD | +4.4% | +12.7% | -8.3% | -15.0% |
| 1Y | -12.7% | +17.6% | -30.3% | -33.6% |
| 3Y | +475.2% | +77.3% | +397.9% | +149.9% |
| All | +595.6% | +82.8% | +512.7% | +201.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling