+748.9%
INFU vs VT
+217.6%
+531.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.5% |
| 7D | +19.4% | -0.1% | +19.5% | +19.3% |
| 30D | +12.7% | -3.1% | +15.7% | +15.7% |
| 3M | +26.1% | -3.5% | +29.6% | +29.8% |
| 6M | +81.7% | +0.5% | +81.2% | +80.2% |
| YTD | +70.3% | +10.8% | +59.6% | +55.1% |
| 1Y | +51.4% | +11.9% | +39.5% | +36.5% |
| 3Y | +77.9% | +73.0% | +4.9% | +12.5% |
| 5Y | -7.6% | +58.6% | -66.2% | -37.2% |
| 10Y | +748.9% | +219.2% | +529.7% | +242.4% |
| All | +748.9% | +217.6% | +531.2% | +242.4% |
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