+363.8%
INOD vs VT
+75.6%
+288.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.1% | +7.8% | +5.6% |
| 7D | -11.8% | -0.7% | -11.2% | -9.8% |
| 30D | -36.3% | -1.7% | -34.5% | -32.7% |
| 3M | -39.1% | -2.3% | -36.8% | -34.6% |
| 6M | -63.2% | +1.5% | -64.8% | -64.3% |
| YTD | -25.1% | +12.0% | -37.1% | -43.5% |
| 1Y | -38.9% | +12.9% | -51.8% | -54.6% |
| All | +363.8% | +75.6% | +288.2% | +8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling