+242.1%
INCE vs VT
+204.2%
+37.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +1.3% |
| 7D | -1.5% | -4.2% | +2.7% | +1.7% |
| 30D | +3.3% | -5.8% | +9.1% | +8.0% |
| 3M | +0.2% | -5.2% | +5.5% | +4.2% |
| 6M | +4.3% | +0.1% | +4.2% | +3.6% |
| YTD | +16.5% | +8.2% | +8.3% | +8.4% |
| 1Y | +22.1% | +10.1% | +12.0% | +12.0% |
| 3Y | +61.8% | +69.7% | -7.9% | +3.6% |
| 5Y | +61.9% | +53.4% | +8.5% | +11.9% |
| 10Y | +258.1% | +219.2% | +38.9% | +57.6% |
| All | +242.1% | +204.2% | +37.9% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling