+1,724.4%
INSW vs VOO
+306.4%
+1,418.0%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.1% |
| 7D | -6.2% | -0.6% | -5.6% | -5.9% |
| 30D | -18.0% | -3.6% | -14.4% | -15.9% |
| 3M | +14.2% | -2.7% | +16.9% | +16.3% |
| 6M | +19.2% | +2.2% | +17.0% | +16.8% |
| YTD | +132.0% | +10.9% | +121.1% | +114.3% |
| 1Y | +113.6% | +11.3% | +102.3% | +96.5% |
| 3Y | +194.7% | +76.9% | +117.8% | +91.4% |
| 5Y | +855.6% | +73.5% | +782.1% | +522.6% |
| All | +1,724.4% | +306.4% | +1,418.0% | +195.4% |
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