-72.9%
INUV vs VT
+77.9%
-150.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -7.1% | +0.4% | -7.6% | -7.7% |
| 30D | -40.4% | +1.0% | -41.3% | -41.1% |
| 3M | -56.1% | +2.4% | -58.5% | -57.4% |
| 6M | -78.1% | +12.0% | -90.1% | -81.0% |
| YTD | -73.8% | +15.3% | -89.1% | -78.0% |
| 1Y | -80.7% | +22.6% | -103.2% | -84.8% |
| All | -72.9% | +77.9% | -150.8% | -87.6% |
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