-48.6%
INSE vs VOO
+325.3%
-373.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.1% | -4.2% |
| 7D | -8.8% | -0.8% | -8.0% | -8.0% |
| 30D | -17.5% | -1.1% | -16.4% | -16.4% |
| 3M | -37.7% | +3.9% | -41.5% | -40.4% |
| 6M | -29.4% | +13.6% | -43.0% | -38.8% |
| YTD | -45.5% | +12.7% | -58.2% | -52.3% |
| 1Y | -46.1% | +17.6% | -63.7% | -54.8% |
| 3Y | -58.9% | +77.3% | -136.2% | -77.1% |
| 5Y | -56.6% | +84.1% | -140.7% | -76.5% |
| All | -48.6% | +325.3% | -373.9% | -81.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling