+715.6%
INFU vs VT
+223.7%
+491.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.6% | +4.6% | +4.9% |
| 7D | +6.1% | +0.4% | +5.7% | +5.6% |
| 30D | +8.3% | -2.6% | +10.9% | +10.7% |
| 3M | +17.5% | -3.2% | +20.8% | +20.8% |
| 6M | +74.6% | +0.9% | +73.6% | +72.4% |
| YTD | +63.7% | +11.3% | +52.3% | +48.4% |
| 1Y | +48.0% | +14.0% | +34.0% | +31.2% |
| 3Y | +70.7% | +75.8% | -5.1% | +6.5% |
| 5Y | -6.8% | +57.8% | -64.6% | -36.5% |
| 10Y | +715.6% | +219.8% | +495.8% | +229.7% |
| All | +715.6% | +223.7% | +491.9% | +229.7% |
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