+612.5%
INTW vs VOO
+28.4%
+584.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.9% | +5.2% |
| 7D | +37.6% | -0.4% | +37.9% | +38.8% |
| 30D | +14.5% | -1.4% | +15.9% | +21.0% |
| 3M | -19.8% | +3.7% | -23.5% | -25.8% |
| 6M | +258.7% | +13.0% | +245.6% | +165.6% |
| YTD | +373.7% | +12.4% | +361.3% | +262.4% |
| 1Y | +831.2% | +18.6% | +812.6% | +527.0% |
| All | +612.5% | +28.4% | +584.1% | +239.7% |
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 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