+693.7%
INFU vs VT
+224.4%
+469.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -2.3% |
| 7D | +14.7% | -0.7% | +15.4% | +15.2% |
| 30D | +10.9% | -1.7% | +12.6% | +12.5% |
| 3M | +21.0% | -2.3% | +23.3% | +23.3% |
| 6M | +80.2% | +1.5% | +78.6% | +77.0% |
| YTD | +68.1% | +12.0% | +56.1% | +51.4% |
| 1Y | +44.3% | +12.9% | +31.4% | +29.0% |
| 3Y | +75.6% | +74.9% | +0.6% | +9.8% |
| 5Y | -8.8% | +59.9% | -68.7% | -38.6% |
| 10Y | +693.7% | +224.6% | +469.1% | +195.4% |
| All | +693.7% | +224.4% | +469.3% | +195.4% |
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