-25.1%
INEO vs VT
+12.5%
-37.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | +9.4% | -0.1% | +9.6% | +9.3% |
| 30D | +8.4% | -3.1% | +11.5% | +10.1% |
| 3M | -4.4% | -3.5% | -0.9% | -2.6% |
| 6M | +3.1% | +0.5% | +2.7% | +2.7% |
| YTD | +16.1% | +10.8% | +5.3% | +11.9% |
| 1Y | -25.1% | +11.9% | -37.0% | -27.6% |
| All | -25.1% | +12.5% | -37.6% | -27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling