-89.1%
INUV vs VT
+11.9%
-101.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.2% | -0.3% | -27.9% | -27.8% |
| 7D | -31.7% | +2.4% | -34.1% | -34.2% |
| 30D | -40.4% | -1.5% | -38.9% | -38.9% |
| 3M | -67.4% | -4.1% | -63.3% | -65.0% |
| 6M | -84.4% | +0.6% | -84.9% | -84.5% |
| YTD | -88.7% | +11.0% | -99.7% | -90.6% |
| 1Y | -89.1% | +13.3% | -102.5% | -91.3% |
| All | -89.1% | +11.9% | -101.1% | -91.3% |
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