+113.4%
INFL vs VT
+79.0%
+34.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.9% |
| 7D | -3.1% | -2.3% | -0.8% | -1.4% |
| 30D | -1.9% | -5.0% | +3.0% | +2.1% |
| 3M | -4.4% | -4.9% | +0.5% | -0.6% |
| 6M | -6.3% | -1.5% | -4.7% | -5.5% |
| YTD | +12.3% | +8.5% | +3.8% | +4.3% |
| 1Y | +14.9% | +11.4% | +3.5% | +4.4% |
| 3Y | +71.4% | +70.1% | +1.3% | +8.3% |
| 5Y | +69.6% | +53.7% | +15.9% | +16.4% |
| All | +113.4% | +79.0% | +34.4% | +26.7% |
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 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