+29.1%
INVN vs VOO
+30.3%
-1.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | 0.0% |
| 7D | -3.8% | -0.8% | -3.1% | -3.1% |
| 30D | +1.6% | -1.1% | +2.7% | +2.7% |
| 3M | +22.7% | +3.9% | +18.8% | +18.2% |
| 6M | +34.9% | +13.6% | +21.2% | +18.4% |
| YTD | +19.3% | +12.7% | +6.6% | +5.7% |
| 1Y | +22.9% | +17.6% | +5.4% | +4.3% |
| All | +29.1% | +30.3% | -1.2% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling