-47.2%
INSE vs VT
+74.0%
-121.2%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.7% |
| 7D | +18.9% | +2.4% | +16.6% | +14.4% |
| 30D | +27.9% | -1.5% | +29.4% | +31.1% |
| 3M | -29.4% | -4.1% | -25.3% | -24.1% |
| 6M | -40.1% | +0.6% | -40.7% | -40.8% |
| YTD | -53.0% | +11.0% | -64.0% | -60.9% |
| 1Y | -43.7% | +13.3% | -57.1% | -54.9% |
| 3Y | -47.2% | +73.4% | -120.6% | -80.7% |
| All | -47.2% | +74.0% | -121.2% | -80.7% |
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