-15.8%
INFQ vs VO
+8.1%
-23.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.5% | -2.1% |
| 7D | +2.1% | -1.5% | +3.6% | +8.8% |
| 30D | +6.1% | -3.0% | +9.2% | +21.2% |
| 3M | -7.1% | +2.8% | -9.9% | -18.4% |
| 6M | +14.8% | +10.9% | +3.9% | -26.1% |
| All | -15.8% | +8.1% | -23.9% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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