+122.1%
INSW vs VOO
+13.0%
+109.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +2.6% |
| 7D | +1.9% | -0.9% | +2.8% | +2.4% |
| 30D | -18.5% | -2.3% | -16.1% | -17.7% |
| 3M | +19.5% | -1.2% | +20.6% | +20.2% |
| 6M | +25.5% | +3.3% | +22.2% | +24.3% |
| YTD | +139.1% | +12.3% | +126.8% | +124.0% |
| 1Y | +122.1% | +12.5% | +109.6% | +108.4% |
| All | +122.1% | +13.0% | +109.1% | +108.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling