+750.3%
INSW vs VT
+53.2%
+697.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -2.8% |
| 7D | -16.8% | -4.2% | -12.7% | -15.0% |
| 30D | -18.9% | -5.8% | -13.1% | -16.3% |
| 3M | +9.4% | -5.2% | +14.7% | +12.5% |
| 6M | +19.3% | +0.1% | +19.1% | +18.5% |
| YTD | +123.1% | +8.2% | +114.8% | +112.2% |
| 1Y | +119.7% | +10.1% | +109.5% | +106.7% |
| 3Y | +172.5% | +69.7% | +102.9% | +104.3% |
| 5Y | +750.3% | +53.4% | +696.9% | +664.1% |
| All | +750.3% | +53.2% | +697.1% | +664.1% |
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