-90.1%
INKT vs VT
+67.4%
-157.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.6% | +4.3% |
| 7D | +5.0% | -0.1% | +5.2% | +5.1% |
| 30D | +8.7% | -0.7% | +9.3% | +9.0% |
| 3M | +0.7% | +4.0% | -3.3% | -1.5% |
| 6M | +13.9% | +12.3% | +1.6% | +7.0% |
| YTD | +6.7% | +14.0% | -7.3% | -0.4% |
| 1Y | -22.5% | +20.3% | -42.8% | -29.5% |
| 3Y | -10.5% | +75.4% | -86.0% | -41.9% |
| All | -90.1% | +67.4% | -157.5% | -92.3% |
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