+831.2%
INTW vs VOO
+18.9%
+812.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.9% | +6.0% |
| 7D | +37.6% | -0.4% | +37.9% | +39.1% |
| 30D | +14.5% | -1.4% | +15.9% | +23.8% |
| 3M | -19.8% | +3.7% | -23.5% | -29.7% |
| 6M | +258.7% | +13.0% | +245.6% | +126.1% |
| YTD | +373.7% | +12.4% | +361.3% | +207.4% |
| 1Y | +831.2% | +18.6% | +812.6% | +533.1% |
| All | +831.2% | +18.9% | +812.3% | +533.1% |
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