-29.2%
INR vs VOO
+28.1%
-57.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.5% |
| 7D | -4.4% | -0.8% | -3.7% | -4.0% |
| 30D | +8.5% | -1.1% | +9.6% | +9.2% |
| 3M | +19.3% | +3.9% | +15.4% | +16.0% |
| 6M | -19.0% | +13.6% | -32.7% | -27.1% |
| YTD | +1.3% | +12.7% | -11.4% | -8.2% |
| 1Y | +7.7% | +17.6% | -9.9% | -6.7% |
| All | -29.2% | +28.1% | -57.3% | -47.1% |
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