-89.7%
INNPF vs VT
+90.3%
-180.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.4% |
| 30D | -7.9% | -5.0% | -2.9% | -7.0% |
| 3M | -9.8% | -4.9% | -4.9% | -9.0% |
| 6M | -70.7% | -1.5% | -69.1% | -70.7% |
| YTD | -82.2% | +8.5% | -90.6% | -82.7% |
| 1Y | -89.8% | +11.4% | -101.2% | -90.2% |
| 3Y | -90.9% | +70.1% | -161.0% | -92.6% |
| 5Y | -96.9% | +53.7% | -150.7% | -97.1% |
| All | -89.7% | +90.3% | -180.0% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling