-54.4%
INNV vs VT
+86.9%
-141.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.5% | +5.7% |
| 7D | +2.0% | -0.1% | +2.2% | +2.2% |
| 30D | +1.2% | -0.7% | +1.9% | +2.0% |
| 3M | +43.4% | +4.0% | +39.4% | +36.0% |
| 6M | +25.9% | +12.3% | +13.6% | +7.6% |
| YTD | +112.5% | +14.0% | +98.5% | +77.8% |
| 1Y | +158.3% | +20.3% | +138.0% | +101.1% |
| 3Y | +71.5% | +75.4% | -3.9% | -17.2% |
| 5Y | -27.6% | +66.0% | -93.5% | -62.9% |
| All | -54.4% | +86.9% | -141.3% | -79.4% |
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