+30.5%
INNV vs VT
+57.4%
-26.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.8% |
| 7D | +3.3% | +0.4% | +2.9% | +3.1% |
| 30D | +1.2% | -2.6% | +3.8% | +4.9% |
| 3M | -17.6% | -3.2% | -14.4% | -13.8% |
| 6M | +21.7% | +0.9% | +20.7% | +19.8% |
| YTD | +77.5% | +11.3% | +66.1% | +52.7% |
| 1Y | +74.1% | +14.0% | +60.1% | +44.4% |
| 3Y | +69.0% | +75.8% | -6.9% | -21.4% |
| 5Y | +30.5% | +57.8% | -27.4% | -30.0% |
| All | +30.5% | +57.4% | -26.9% | -30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling