+1,654.2%
INSW vs VOO
+297.2%
+1,356.9%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.4% | -0.5% | -1.9% |
| 7D | -16.8% | -4.7% | -12.1% | -14.0% |
| 30D | -18.9% | -5.9% | -13.0% | -15.4% |
| 3M | +9.4% | -4.5% | +13.9% | +12.9% |
| 6M | +19.3% | +1.9% | +17.4% | +17.1% |
| YTD | +123.1% | +8.4% | +114.7% | +109.5% |
| 1Y | +119.7% | +9.5% | +110.2% | +104.5% |
| 3Y | +172.5% | +75.3% | +97.2% | +78.1% |
| 5Y | +750.3% | +67.9% | +682.4% | +468.5% |
| All | +1,654.2% | +297.2% | +1,356.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling