-90.6%
INEO vs VT
+31.8%
-122.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | +12.6% | -2.3% | +15.0% | +14.7% |
| 30D | +11.6% | -5.0% | +16.5% | +16.6% |
| 3M | -4.0% | -4.9% | +0.9% | +0.2% |
| 6M | -0.5% | -1.5% | +1.0% | -0.3% |
| YTD | +17.3% | +8.5% | +8.8% | +6.2% |
| 1Y | -23.7% | +11.4% | -35.0% | -32.9% |
| All | -90.6% | +31.8% | -122.4% | -93.7% |
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 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