+755.6%
INFU vs VT
+215.5%
+540.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.8% |
| 7D | -2.7% | -2.3% | -0.4% | -0.9% |
| 30D | +2.7% | -5.0% | +7.7% | +7.2% |
| 3M | +15.3% | -4.9% | +20.2% | +20.3% |
| 6M | +35.0% | -1.5% | +36.6% | +36.2% |
| YTD | +52.6% | +8.5% | +44.1% | +41.4% |
| 1Y | +33.0% | +11.4% | +21.7% | +20.3% |
| 3Y | +44.6% | +70.1% | -25.5% | -7.3% |
| 5Y | -17.4% | +53.7% | -71.2% | -42.5% |
| All | +755.6% | +215.5% | +540.1% | +225.2% |
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