+76.7%
INNV vs VT
+11.9%
+64.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +5.6% | +2.4% | +3.2% | +3.2% |
| 30D | +4.3% | -1.5% | +5.8% | +5.9% |
| 3M | -11.1% | -4.1% | -7.0% | -7.4% |
| 6M | +28.1% | +0.6% | +27.6% | +27.3% |
| YTD | +82.5% | +11.0% | +71.4% | +65.5% |
| 1Y | +76.7% | +13.3% | +63.3% | +62.7% |
| All | +76.7% | +11.9% | +64.8% | +62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling