+37.6%
VG vs INFQ
-34.4%
+72.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +1.3% |
| 7D | -7.7% | +10.8% | -18.5% | -6.3% |
| 30D | -8.8% | -15.3% | +6.5% | -11.1% |
| 3M | -15.6% | -20.0% | +4.4% | -17.9% |
| 6M | +5.2% | -22.9% | +28.1% | +9.7% |
| All | +37.6% | -34.4% | +72.0% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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