-54.4%
INSE vs VT
+66.2%
-120.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.7% | +0.4% | -6.2% | -6.3% |
| 30D | -19.6% | +1.0% | -20.5% | -20.6% |
| 3M | -27.7% | +2.4% | -30.1% | -30.3% |
| 6M | -33.6% | +12.0% | -45.6% | -43.8% |
| YTD | -40.3% | +15.3% | -55.6% | -51.7% |
| 1Y | -39.8% | +22.6% | -62.3% | -55.3% |
| 3Y | -58.4% | +74.7% | -133.1% | -80.5% |
| All | -54.4% | +66.2% | -120.6% | -76.0% |
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