-98.4%
INV vs VT
+62.2%
-160.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.9% |
| 7D | +1.3% | +2.9% | -1.6% | -0.6% |
| 30D | -33.9% | -2.5% | -31.4% | -32.3% |
| 3M | -95.5% | -3.3% | -92.1% | -95.3% |
| 6M | -97.7% | +1.5% | -99.2% | -97.6% |
| YTD | -96.2% | +11.4% | -107.5% | -96.2% |
| 1Y | -95.7% | +11.9% | -107.6% | -95.7% |
| 3Y | -98.5% | +73.9% | -172.4% | -98.5% |
| All | -98.4% | +62.2% | -160.6% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling