-10.3%
INM vs VT
+13.3%
-23.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | +1.1% | +26.8% | +26.9% |
| 7D | -10.8% | -0.7% | -10.1% | -9.6% |
| 30D | +14.8% | -1.7% | +16.5% | +16.5% |
| 3M | +6.9% | -2.3% | +9.2% | +8.5% |
| 6M | +151.4% | +1.5% | +149.8% | +156.9% |
| YTD | +47.3% | +12.0% | +35.2% | +33.5% |
| 1Y | -10.3% | +12.9% | -23.2% | -19.9% |
| All | -10.3% | +13.3% | -23.6% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling