-90.8%
INUV vs VT
+66.2%
-157.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | -3.0% | +1.0% | -4.0% | -4.3% |
| 30D | -36.9% | -0.2% | -36.7% | -36.7% |
| 3M | -55.2% | +4.5% | -59.7% | -57.8% |
| 6M | -75.5% | +14.1% | -89.5% | -79.3% |
| YTD | -73.8% | +14.8% | -88.6% | -78.0% |
| 1Y | -81.5% | +21.2% | -102.7% | -85.5% |
| 3Y | -71.7% | +76.6% | -148.3% | -86.6% |
| 5Y | -90.8% | +66.6% | -157.4% | -94.8% |
| All | -90.8% | +66.2% | -157.1% | -94.8% |
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