-74.6%
INSE vs VT
+53.4%
-128.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.4% |
| 7D | +3.6% | -2.3% | +6.0% | +7.3% |
| 30D | -1.3% | -5.0% | +3.6% | +6.4% |
| 3M | -44.1% | -4.9% | -39.2% | -39.7% |
| 6M | -48.6% | -1.5% | -47.1% | -47.6% |
| YTD | -60.5% | +8.5% | -69.0% | -64.9% |
| 1Y | -54.4% | +11.4% | -65.8% | -61.0% |
| 3Y | -64.7% | +70.1% | -134.7% | -82.6% |
| All | -74.6% | +53.4% | -128.0% | -85.3% |
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