-83.7%
INV vs VOO
+18.2%
-101.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.8% | -10.0% | -12.3% |
| 7D | -15.7% | -0.8% | -14.9% | -13.4% |
| 30D | -73.4% | -1.1% | -72.3% | -72.0% |
| 3M | -83.6% | +3.9% | -87.5% | -85.1% |
| 6M | -71.9% | +13.6% | -85.6% | -80.7% |
| YTD | -77.6% | +12.7% | -90.3% | -83.6% |
| 1Y | -83.7% | +17.6% | -101.3% | -90.8% |
| All | -83.7% | +18.2% | -101.9% | -90.8% |
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 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