+185.1%
INSW vs VOO
+75.5%
+109.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.3% | +3.5% | +3.6% |
| 7D | -12.4% | -2.7% | -9.7% | -11.1% |
| 30D | -16.2% | -5.4% | -10.8% | -13.7% |
| 3M | +10.5% | -4.1% | +14.6% | +12.9% |
| 6M | +27.1% | +0.7% | +26.3% | +26.1% |
| YTD | +131.5% | +8.7% | +122.7% | +119.4% |
| 1Y | +118.2% | +11.0% | +107.3% | +104.2% |
| 3Y | +185.1% | +75.5% | +109.7% | +107.8% |
| All | +185.1% | +75.5% | +109.6% | +107.8% |
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 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