-100.0%
INHD vs VT
+67.2%
-167.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -6.8% |
| 7D | -19.3% | +0.4% | -19.7% | -20.1% |
| 30D | -49.1% | +1.0% | -50.1% | -50.7% |
| 3M | +253.9% | +2.4% | +251.5% | +193.4% |
| 6M | -77.8% | +12.0% | -89.8% | -80.2% |
| YTD | -80.1% | +15.3% | -95.5% | -81.9% |
| 1Y | -99.9% | +22.6% | -122.5% | -99.9% |
| All | -100.0% | +67.2% | -167.1% | -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 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