+137.8%
INFL vs VT
+90.3%
+47.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | +0.3% | +0.4% | -0.1% | 0.0% |
| 30D | +6.9% | +1.0% | +5.9% | +6.0% |
| 3M | +6.0% | +2.4% | +3.6% | +3.8% |
| 6M | +3.4% | +12.0% | -8.6% | -6.3% |
| YTD | +25.2% | +15.3% | +9.9% | +10.7% |
| 1Y | +29.6% | +22.6% | +7.0% | +8.8% |
| 3Y | +82.4% | +74.7% | +7.7% | +13.0% |
| 5Y | +96.0% | +66.1% | +29.9% | +26.2% |
| All | +137.8% | +90.3% | +47.5% | +34.5% |
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