+49.7%
INTW vs VOO
+24.2%
+25.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +0.3% | +15.4% | +14.4% |
| 7D | -28.3% | -2.7% | -25.6% | -17.9% |
| 30D | -80.5% | -5.4% | -75.2% | -72.1% |
| 3M | -77.1% | -4.1% | -73.0% | -68.4% |
| 6M | -85.9% | +0.7% | -86.6% | -82.3% |
| YTD | -0.4% | +8.7% | -9.2% | +1.5% |
| 1Y | -7.3% | +11.0% | -18.3% | -9.8% |
| All | +49.7% | +24.2% | +25.6% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling