-27.8%
INR vs VOO
+27.8%
-55.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.7% |
| 7D | -3.8% | -0.4% | -3.4% | -3.6% |
| 30D | +9.1% | -1.4% | +10.5% | +10.0% |
| 3M | +12.0% | +3.7% | +8.3% | +8.9% |
| 6M | -15.4% | +13.0% | -28.4% | -23.5% |
| YTD | +3.3% | +12.4% | -9.1% | -6.3% |
| 1Y | +10.9% | +18.6% | -7.7% | -4.9% |
| All | -27.8% | +27.8% | -55.5% | -46.0% |
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