+62.5%
INCE vs VT
+57.4%
+5.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.2% |
| 7D | -0.9% | +0.4% | -1.2% | -1.2% |
| 30D | +3.2% | -2.6% | +5.8% | +5.0% |
| 3M | +0.5% | -3.2% | +3.7% | +2.6% |
| 6M | +5.5% | +0.9% | +4.5% | +4.3% |
| YTD | +17.1% | +11.3% | +5.8% | +7.6% |
| 1Y | +22.4% | +14.0% | +8.4% | +10.4% |
| 3Y | +64.0% | +75.8% | -11.8% | +5.1% |
| 5Y | +62.5% | +57.8% | +4.7% | +10.4% |
| All | +62.5% | +57.4% | +5.1% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling