+588.8%
INTW vs VOO
+29.0%
+559.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.6% | +18.6% | +20.2% |
| 7D | +36.2% | +0.5% | +35.6% | +32.7% |
| 30D | +1.6% | -0.9% | +2.5% | +5.6% |
| 3M | -25.7% | +3.9% | -29.6% | -31.7% |
| 6M | +280.7% | +14.5% | +266.2% | +170.1% |
| YTD | +357.9% | +13.0% | +345.0% | +244.4% |
| 1Y | +794.9% | +19.4% | +775.5% | +488.1% |
| All | +588.8% | +29.0% | +559.8% | +222.8% |
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