-98.5%
INO vs VT
+53.4%
-151.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.2% | -16.1% | -16.2% |
| 7D | +103.3% | -2.3% | +105.7% | +111.4% |
| 30D | +5.2% | -5.0% | +10.1% | +15.1% |
| 3M | +82.1% | -4.9% | +87.0% | +98.6% |
| 6M | -1.6% | -1.5% | -0.1% | -2.0% |
| YTD | -29.9% | +8.5% | -38.4% | -41.6% |
| 1Y | -45.8% | +11.4% | -57.2% | -57.1% |
| 3Y | -73.9% | +70.1% | -144.0% | -91.0% |
| All | -98.5% | +53.4% | -151.9% | -99.4% |
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 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