-98.2%
INVZ vs VOO
+173.6%
-271.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.4% | -6.1% | -5.8% |
| 7D | -17.1% | +2.6% | -19.7% | -21.1% |
| 30D | -38.3% | -2.0% | -36.3% | -36.4% |
| 3M | -56.2% | -2.8% | -53.4% | -54.3% |
| 6M | -81.0% | +2.2% | -83.2% | -81.7% |
| YTD | -79.6% | +11.5% | -91.1% | -82.9% |
| 1Y | -87.4% | +13.5% | -100.9% | -89.7% |
| 3Y | -91.1% | +78.1% | -169.2% | -96.2% |
| 5Y | -96.8% | +73.1% | -169.9% | -98.6% |
| All | -98.2% | +173.6% | -271.9% | -99.3% |
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