+254.5%
INCE vs VT
+215.5%
+39.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | -2.2% | -2.3% | +0.1% | -0.5% |
| 30D | +2.5% | -5.0% | +7.4% | +6.4% |
| 3M | -0.4% | -4.9% | +4.5% | +3.3% |
| 6M | +3.6% | -1.5% | +5.2% | +4.3% |
| YTD | +15.3% | +8.5% | +6.9% | +7.1% |
| 1Y | +21.1% | +11.4% | +9.7% | +10.0% |
| 3Y | +60.4% | +70.1% | -9.7% | +2.3% |
| 5Y | +60.3% | +53.7% | +6.6% | +10.4% |
| All | +254.5% | +215.5% | +39.0% | +55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling