-86.8%
INVE vs VOO
+82.8%
-169.7%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -3.2% |
| 7D | -8.2% | -0.8% | -7.4% | -7.4% |
| 30D | -1.5% | -1.1% | -0.5% | -0.4% |
| 3M | -33.7% | +3.9% | -37.6% | -36.6% |
| 6M | -20.6% | +13.6% | -34.2% | -31.5% |
| YTD | -32.8% | +12.7% | -45.5% | -41.7% |
| 1Y | -30.1% | +17.6% | -47.7% | -42.3% |
| 3Y | -68.3% | +77.3% | -145.7% | -85.3% |
| All | -86.8% | +82.8% | -169.7% | -93.8% |
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