-7.3%
INFU vs VT
+58.5%
-65.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | +9.1% | +2.9% | +6.2% | +6.2% |
| 30D | +9.6% | -2.5% | +12.1% | +12.1% |
| 3M | +20.8% | -3.3% | +24.2% | +24.5% |
| 6M | +75.9% | +1.5% | +74.3% | +72.4% |
| YTD | +64.9% | +11.4% | +53.5% | +47.8% |
| 1Y | +41.8% | +11.9% | +29.9% | +26.4% |
| 3Y | +72.2% | +73.9% | -1.7% | +6.3% |
| 5Y | -7.3% | +57.9% | -65.2% | -34.5% |
| All | -7.3% | +58.5% | -65.8% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling