-11.7%
INQQ vs VT
+65.2%
-77.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +7.5% | -2.3% | +9.8% | +9.0% |
| 30D | +5.6% | -5.0% | +10.6% | +9.1% |
| 3M | +0.5% | -4.9% | +5.4% | +3.7% |
| 6M | +5.6% | -1.5% | +7.2% | +6.5% |
| YTD | -7.1% | +8.5% | -15.5% | -12.1% |
| 1Y | -10.1% | +11.4% | -21.4% | -16.4% |
| 3Y | +13.2% | +70.1% | -56.9% | -20.5% |
| All | -11.7% | +65.2% | -77.0% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling