-26.3%
INR vs VOO
+28.4%
-54.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -0.6% | +0.5% | -1.1% | -0.9% |
| 30D | +19.6% | -0.9% | +20.5% | +20.2% |
| 3M | +14.3% | +3.9% | +10.4% | +11.1% |
| 6M | -16.4% | +14.5% | -30.9% | -25.3% |
| YTD | +5.4% | +13.0% | -7.6% | -4.7% |
| 1Y | +13.1% | +19.4% | -6.3% | -3.5% |
| All | -26.3% | +28.4% | -54.7% | -45.1% |
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 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