+252.3%
INSW vs VOO
+77.8%
+174.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.4% |
| 7D | +5.8% | +0.1% | +5.6% | +5.7% |
| 30D | +15.2% | +0.1% | +15.1% | +15.2% |
| 3M | +40.9% | +2.0% | +38.9% | +39.3% |
| 6M | +51.1% | +13.0% | +38.1% | +41.1% |
| YTD | +134.9% | +13.6% | +121.3% | +118.6% |
| 1Y | +156.1% | +20.1% | +136.0% | +130.8% |
| All | +252.3% | +77.8% | +174.5% | +188.7% |
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