+101.0%
INVA vs VOO
+807.8%
-706.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | +2.2% | -1.4% | +3.6% | +3.4% |
| 3M | -6.3% | +3.7% | -10.0% | -9.8% |
| 6M | -5.3% | +13.0% | -18.4% | -16.1% |
| YTD | +5.7% | +12.4% | -6.7% | -6.0% |
| 1Y | +4.7% | +18.6% | -13.9% | -11.9% |
| 3Y | +67.4% | +78.1% | -10.6% | -8.4% |
| 5Y | +34.6% | +82.3% | -47.7% | -30.8% |
| 10Y | +88.2% | +322.5% | -234.4% | -67.9% |
| All | +101.0% | +807.8% | -706.8% | -87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling