+75.4%
INTW vs VOO
+27.8%
+47.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.6% | -2.5% |
| 7D | +35.6% | +3.3% | +32.3% | +19.6% |
| 30D | -72.2% | -2.7% | -69.5% | -64.3% |
| 3M | -73.6% | -1.7% | -71.9% | -67.0% |
| 6M | -85.1% | +3.1% | -88.2% | -83.1% |
| YTD | +16.6% | +11.9% | +4.7% | +6.0% |
| 1Y | +5.4% | +12.1% | -6.6% | -3.0% |
| All | +75.4% | +27.8% | +47.6% | -0.6% |
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