+1,134.2%
INOD vs VT
+355.4%
+778.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.8% |
| 7D | -16.3% | -0.1% | -16.2% | -16.0% |
| 30D | -43.5% | -3.1% | -40.4% | -41.9% |
| 3M | -43.7% | -3.5% | -40.2% | -41.7% |
| 6M | -58.7% | +0.5% | -59.2% | -58.3% |
| YTD | -31.2% | +10.8% | -42.0% | -34.6% |
| 1Y | -48.9% | +11.9% | -60.8% | -51.7% |
| 3Y | +319.8% | +73.0% | +246.8% | +213.3% |
| 5Y | +308.5% | +58.6% | +249.9% | +228.4% |
| 10Y | +1,569.0% | +219.2% | +1,349.9% | +838.8% |
| All | +1,134.2% | +355.4% | +778.7% | +435.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling