-90.3%
INKT vs VT
+69.3%
-159.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +1.9% | +0.4% | +1.4% | +1.6% |
| 30D | -0.5% | +1.0% | -1.5% | -1.1% |
| 3M | -8.7% | +2.4% | -11.1% | -9.9% |
| 6M | +6.7% | +12.0% | -5.3% | +0.5% |
| YTD | +4.4% | +15.3% | -10.9% | -3.2% |
| 1Y | -15.3% | +22.6% | -37.9% | -23.7% |
| 3Y | -20.3% | +74.7% | -94.9% | -47.8% |
| All | -90.3% | +69.3% | -159.6% | -92.5% |
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 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