-74.3%
INTJ vs VOO
+20.9%
-95.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.5% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | +11.9% | +0.1% | +11.8% | +11.8% |
| 3M | -53.5% | +2.0% | -55.6% | -53.8% |
| 6M | -56.9% | +13.0% | -70.0% | -53.0% |
| YTD | -74.8% | +13.6% | -88.4% | -72.7% |
| 1Y | -74.3% | +20.1% | -94.4% | -78.5% |
| All | -74.3% | +20.9% | -95.2% | -78.5% |
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