-45.8%
INO vs VT
+10.5%
-56.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.2% | -16.1% | -16.0% |
| 7D | +103.3% | -2.3% | +105.7% | +106.5% |
| 30D | +5.2% | -5.0% | +10.1% | +8.5% |
| 3M | +82.1% | -4.9% | +87.0% | +87.7% |
| 6M | -1.6% | -1.5% | -0.1% | -0.1% |
| YTD | -29.9% | +8.5% | -38.4% | -35.2% |
| 1Y | -45.8% | +11.4% | -57.2% | -51.4% |
| All | -45.8% | +10.5% | -56.3% | -51.4% |
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 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