-89.7%
INNPF vs VT
+94.4%
-184.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -7.9% | -3.1% | -4.8% | -7.4% |
| 3M | -9.8% | -3.5% | -6.3% | -9.2% |
| 6M | -70.7% | +0.5% | -71.1% | -70.8% |
| YTD | -82.2% | +10.8% | -92.9% | -82.7% |
| 1Y | -89.8% | +11.9% | -101.7% | -90.2% |
| 3Y | -90.9% | +73.0% | -163.9% | -92.6% |
| 5Y | -96.8% | +58.6% | -155.4% | -97.1% |
| All | -89.7% | +94.4% | -184.1% | -92.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling