+193.1%
INSW vs VOO
+77.5%
+115.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | -6.2% | -0.6% | -5.6% | -5.9% |
| 30D | -18.0% | -3.6% | -14.4% | -16.4% |
| 3M | +14.2% | -2.7% | +16.9% | +15.9% |
| 6M | +19.2% | +2.2% | +17.0% | +17.4% |
| YTD | +132.0% | +10.9% | +121.1% | +117.5% |
| 1Y | +113.6% | +11.3% | +102.3% | +99.6% |
| All | +193.1% | +77.5% | +115.6% | +109.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling