+119.4%
INFL vs VT
+83.2%
+36.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +2.8% | +2.4% | +0.5% | +0.9% |
| 30D | +0.7% | -1.5% | +2.2% | +1.8% |
| 3M | -2.3% | -4.1% | +1.8% | +0.9% |
| 6M | -4.1% | +0.6% | -4.7% | -4.9% |
| YTD | +15.5% | +11.0% | +4.5% | +5.2% |
| 1Y | +15.2% | +13.3% | +1.9% | +3.2% |
| 3Y | +77.5% | +73.4% | +4.2% | +10.5% |
| 5Y | +73.3% | +57.4% | +15.9% | +16.6% |
| All | +119.4% | +83.2% | +36.2% | +27.8% |
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