-89.7%
INNPF vs VT
+96.6%
-186.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | 0.0% | -0.7% | +0.7% | +0.1% |
| 30D | -7.9% | -1.7% | -6.1% | -7.6% |
| 3M | -9.8% | -2.3% | -7.5% | -9.4% |
| 6M | -70.7% | +1.5% | -72.2% | -70.9% |
| YTD | -82.2% | +12.0% | -94.2% | -82.8% |
| 1Y | -89.8% | +12.9% | -102.7% | -90.2% |
| 3Y | -90.9% | +74.9% | -165.9% | -92.6% |
| 5Y | -96.8% | +59.9% | -156.7% | -97.1% |
| All | -89.7% | +96.6% | -186.3% | -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