-80.7%
INUV vs VT
+23.3%
-104.1%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -1.9% |
| 7D | -7.6% | +0.4% | -8.0% | -8.4% |
| 30D | -40.6% | +1.0% | -41.6% | -41.7% |
| 3M | -56.3% | +2.4% | -58.7% | -58.2% |
| 6M | -78.2% | +12.0% | -90.2% | -82.2% |
| YTD | -73.9% | +15.3% | -89.2% | -80.3% |
| 1Y | -80.7% | +22.6% | -103.3% | -88.4% |
| All | -80.7% | +23.3% | -104.1% | -88.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling