+1,859.9%
INOD vs VT
+374.2%
+1,485.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.6% | +0.4% | -2.1% | -2.0% |
| 30D | -19.8% | +1.0% | -20.7% | -20.3% |
| 3M | -54.2% | +2.4% | -56.6% | -54.7% |
| 6M | +25.3% | +12.0% | +13.3% | +16.9% |
| YTD | +9.2% | +15.3% | -6.1% | +0.1% |
| 1Y | +35.4% | +22.6% | +12.8% | +19.5% |
| 3Y | +369.3% | +74.7% | +294.6% | +245.0% |
| 5Y | +588.9% | +66.1% | +522.7% | +432.2% |
| 10Y | +2,396.0% | +225.0% | +2,171.0% | +1,268.2% |
| All | +1,859.9% | +374.2% | +1,485.7% | +720.5% |
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 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