+841.3%
INSW vs VT
+66.2%
+775.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +5.8% | +0.4% | +5.3% | +5.5% |
| 30D | +15.2% | +1.0% | +14.2% | +14.6% |
| 3M | +40.9% | +2.4% | +38.5% | +38.8% |
| 6M | +51.1% | +12.0% | +39.1% | +41.2% |
| YTD | +134.9% | +15.3% | +119.5% | +115.7% |
| 1Y | +156.1% | +22.6% | +133.5% | +126.9% |
| 3Y | +240.6% | +74.7% | +165.9% | +148.0% |
| All | +841.3% | +66.2% | +775.1% | +687.1% |
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