-57.3%
INVE vs VT
+69.7%
-127.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.8% |
| 7D | -4.1% | -2.3% | -1.7% | -2.3% |
| 30D | +9.7% | -5.0% | +14.7% | +14.3% |
| 3M | +2.0% | -4.9% | +6.8% | +6.1% |
| 6M | -50.9% | -1.5% | -49.3% | -50.2% |
| YTD | -32.3% | +8.5% | -40.8% | -36.5% |
| 1Y | -33.5% | +11.4% | -44.9% | -39.0% |
| 3Y | -57.3% | +70.1% | -127.4% | -77.7% |
| All | -57.3% | +69.7% | -127.1% | -77.7% |
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