-99.9%
INM vs VT
+66.2%
-166.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | 0.0% | +0.4% | -0.4% | -0.6% |
| 30D | -1.4% | +1.0% | -2.4% | -2.6% |
| 3M | -11.5% | +2.4% | -13.9% | -14.8% |
| 6M | +48.7% | +12.0% | +36.7% | +25.2% |
| YTD | +30.2% | +15.3% | +14.9% | +5.5% |
| 1Y | -34.0% | +22.6% | -56.6% | -50.6% |
| 3Y | -91.6% | +74.7% | -166.3% | -96.2% |
| All | -99.9% | +66.2% | -166.1% | -99.9% |
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 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