-42.9%
INSE vs VOO
+370.6%
-413.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | 0.0% | +0.5% | -0.5% | -0.5% |
| 30D | -18.0% | -0.9% | -17.1% | -17.2% |
| 3M | -30.1% | +3.9% | -34.0% | -32.9% |
| 6M | -31.4% | +14.5% | -46.0% | -40.1% |
| YTD | -41.8% | +13.0% | -54.7% | -48.3% |
| 1Y | -42.1% | +19.4% | -61.6% | -51.3% |
| 3Y | -56.6% | +78.9% | -135.5% | -74.2% |
| 5Y | -54.7% | +82.3% | -137.0% | -73.4% |
| 10Y | -45.2% | +314.2% | -359.4% | -77.2% |
| All | -42.9% | +370.6% | -413.6% | -76.3% |
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