+347.5%
INFU vs VT
+345.0%
+2.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.2% | +4.8% |
| 7D | -6.2% | -4.2% | -2.0% | -4.5% |
| 30D | +2.2% | -5.8% | +8.0% | +4.7% |
| 3M | +11.6% | -5.2% | +16.9% | +14.1% |
| 6M | +27.7% | +0.1% | +27.6% | +27.4% |
| YTD | +51.2% | +8.2% | +42.9% | +46.3% |
| 1Y | +35.6% | +10.1% | +25.5% | +30.3% |
| 3Y | +40.5% | +69.7% | -29.1% | +15.8% |
| 5Y | -18.2% | +53.4% | -71.6% | -30.3% |
| 10Y | +421.5% | +219.2% | +202.3% | +274.1% |
| All | +347.5% | +345.0% | +2.5% | +251.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling