-61.2%
INNV vs VT
+82.5%
-143.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.3% |
| 7D | +3.4% | +2.9% | +0.5% | -0.4% |
| 30D | +4.2% | -2.5% | +6.7% | +7.8% |
| 3M | -9.9% | -3.3% | -6.5% | -5.7% |
| 6M | +24.5% | +1.5% | +23.0% | +21.8% |
| YTD | +81.1% | +11.4% | +69.8% | +56.6% |
| 1Y | +65.2% | +11.9% | +53.3% | +41.6% |
| 3Y | +69.4% | +73.9% | -4.5% | -17.3% |
| 5Y | +7.6% | +57.9% | -50.3% | -42.2% |
| All | -61.2% | +82.5% | -143.6% | -81.9% |
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