-95.6%
INTJ vs VOO
+52.1%
-147.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.5% | +11.6% | +11.4% |
| 7D | -3.3% | -0.4% | -3.0% | -3.1% |
| 30D | -10.2% | -1.4% | -8.8% | -9.5% |
| 3M | -40.1% | +3.7% | -43.8% | -41.3% |
| 6M | -58.9% | +13.0% | -71.9% | -61.1% |
| YTD | -75.8% | +12.4% | -88.3% | -77.1% |
| 1Y | -76.7% | +18.6% | -95.2% | -78.6% |
| All | -95.6% | +52.1% | -147.7% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling