-99.7%
INM vs VT
+57.0%
-156.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.7% |
| 7D | +19.5% | +2.4% | +17.2% | +16.4% |
| 30D | +42.0% | -1.5% | +43.5% | +47.4% |
| 3M | +30.1% | -4.1% | +34.2% | +39.6% |
| 6M | +193.4% | +0.6% | +192.8% | +192.6% |
| YTD | +75.5% | +11.0% | +64.4% | +51.9% |
| 1Y | +2.8% | +13.3% | -10.6% | -13.4% |
| 3Y | -75.9% | +73.4% | -149.3% | -89.0% |
| All | -99.7% | +57.0% | -156.8% | -99.8% |
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