-99.4%
INHD vs VT
+11.9%
-111.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +3.0% |
| 7D | -7.0% | +2.4% | -9.4% | -24.8% |
| 30D | -31.3% | -1.5% | -29.8% | -27.8% |
| 3M | -75.6% | -4.1% | -71.4% | -68.2% |
| 6M | +92.0% | +0.6% | +91.5% | -3.0% |
| YTD | -88.4% | +11.0% | -99.4% | -92.7% |
| 1Y | -99.4% | +13.3% | -112.8% | -99.5% |
| All | -99.4% | +11.9% | -111.3% | -99.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling