-1.9%
IFN vs VT
+74.1%
-76.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.7% | +0.4% |
| 7D | +8.6% | +0.4% | +8.2% | +8.3% |
| 30D | +10.6% | -2.6% | +13.2% | +12.3% |
| 3M | +0.4% | -3.2% | +3.7% | +2.4% |
| 6M | +1.4% | +0.9% | +0.4% | +0.6% |
| YTD | -7.4% | +11.3% | -18.7% | -13.5% |
| 1Y | -11.3% | +14.0% | -25.3% | -18.2% |
| 3Y | -1.9% | +75.8% | -77.7% | -30.9% |
| All | -1.9% | +74.1% | -76.0% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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