-100.0%
INHD vs VT
+60.5%
-160.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -3.9% |
| 7D | -27.9% | -0.1% | -27.7% | -27.7% |
| 30D | -33.1% | -3.1% | -30.0% | -28.2% |
| 3M | -62.1% | -3.5% | -58.6% | -58.6% |
| 6M | +53.0% | +0.5% | +52.6% | +41.1% |
| YTD | -89.0% | +10.8% | -99.8% | -89.0% |
| 1Y | -99.5% | +11.9% | -111.4% | -99.5% |
| All | -100.0% | +60.5% | -160.5% | -100.0% |
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