-43.0%
INFQ vs VT
+5.1%
-48.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +0.2% | +19.3% | +18.6% |
| 7D | +0.1% | -2.3% | +2.4% | +9.8% |
| 30D | -23.6% | -5.0% | -18.7% | -6.0% |
| 3M | -20.0% | -4.9% | -15.1% | -1.2% |
| 6M | -34.4% | -1.5% | -32.8% | -26.5% |
| All | -43.0% | +5.1% | -48.1% | -48.9% |
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