+1,751.5%
INOD vs VT
+215.5%
+1,536.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.4% |
| 7D | -15.5% | -2.3% | -13.2% | -12.5% |
| 30D | -41.6% | -5.0% | -36.7% | -37.4% |
| 3M | -43.4% | -4.9% | -38.6% | -39.3% |
| 6M | -20.4% | -1.5% | -18.8% | -16.8% |
| YTD | -27.3% | +8.5% | -35.8% | -31.4% |
| 1Y | -39.2% | +11.4% | -50.6% | -44.1% |
| 3Y | +317.0% | +70.1% | +246.9% | +174.4% |
| 5Y | +306.0% | +53.7% | +252.3% | +189.2% |
| All | +1,751.5% | +215.5% | +1,536.0% | +1,131.5% |
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