+1,748.0%
INOD vs VT
+223.7%
+1,524.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -3.5% |
| 7D | -10.6% | +0.4% | -10.9% | -10.7% |
| 30D | -40.4% | -2.6% | -37.8% | -38.1% |
| 3M | -40.7% | -3.2% | -37.5% | -37.8% |
| 6M | -56.5% | +0.9% | -57.4% | -56.2% |
| YTD | -27.5% | +11.3% | -38.8% | -33.8% |
| 1Y | -43.2% | +14.0% | -57.2% | -49.4% |
| 3Y | +335.8% | +75.8% | +260.0% | +175.4% |
| 5Y | +343.2% | +57.8% | +285.3% | +205.0% |
| 10Y | +1,748.0% | +219.8% | +1,528.2% | +1,070.9% |
| All | +1,748.0% | +223.7% | +1,524.3% | +1,070.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling