+34.2%
INVN vs VT
+38.6%
-4.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | -1.3% | +0.4% | -1.7% | -1.7% |
| 30D | +7.2% | +1.0% | +6.2% | +6.3% |
| 3M | +20.4% | +2.4% | +18.0% | +17.6% |
| 6M | +38.5% | +12.0% | +26.5% | +23.0% |
| YTD | +24.0% | +15.3% | +8.7% | +6.5% |
| 1Y | +31.2% | +22.6% | +8.6% | +5.0% |
| All | +34.2% | +38.6% | -4.4% | -7.8% |
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 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