-89.9%
INNPF vs VT
+75.0%
-164.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +8.0% | +0.4% | +7.6% | +8.1% |
| 30D | +22.4% | +1.0% | +21.4% | +22.5% |
| 3M | -28.6% | +2.4% | -31.0% | -28.2% |
| 6M | -67.9% | +12.0% | -80.0% | -67.7% |
| YTD | -75.8% | +15.3% | -91.1% | -75.6% |
| 1Y | -78.8% | +22.6% | -101.3% | -78.7% |
| All | -89.9% | +75.0% | -164.8% | -90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling