+189.0%
INSW vs VT
+76.6%
+112.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.7% | -6.9% | -6.1% |
| 7D | -11.1% | -0.3% | -10.8% | -11.0% |
| 30D | -14.8% | -1.4% | -13.3% | -14.1% |
| 3M | +12.8% | -1.4% | +14.2% | +13.6% |
| 6M | +30.2% | +5.5% | +24.7% | +25.1% |
| YTD | +134.6% | +12.8% | +121.8% | +115.4% |
| 1Y | +135.5% | +15.4% | +120.0% | +112.6% |
| All | +189.0% | +76.6% | +112.5% | +97.6% |
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