-92.2%
INKT vs VT
+63.0%
-155.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | -9.8% | +2.4% | -12.1% | -10.9% |
| 30D | -9.8% | -1.5% | -8.3% | -8.9% |
| 3M | -15.1% | -4.1% | -11.0% | -13.2% |
| 6M | -15.5% | +0.6% | -16.0% | -15.8% |
| YTD | -16.2% | +11.0% | -27.3% | -20.7% |
| 1Y | -29.3% | +13.3% | -42.7% | -33.8% |
| 3Y | +2.6% | +73.4% | -70.8% | -33.4% |
| 5Y | -94.3% | +57.4% | -151.7% | -96.1% |
| All | -92.2% | +63.0% | -155.2% | -93.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling