+29.6%
INVE vs VOO
+325.3%
-295.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -3.1% |
| 7D | -8.2% | -0.8% | -7.4% | -7.5% |
| 30D | -1.5% | -1.1% | -0.5% | -0.6% |
| 3M | -33.7% | +3.9% | -37.6% | -36.1% |
| 6M | -20.6% | +13.6% | -34.2% | -30.0% |
| YTD | -32.8% | +12.7% | -45.5% | -40.4% |
| 1Y | -30.1% | +17.6% | -47.7% | -40.6% |
| 3Y | -68.3% | +77.3% | -145.7% | -82.6% |
| 5Y | -87.0% | +84.1% | -171.2% | -92.9% |
| All | +29.6% | +325.3% | -295.6% | -66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling