+7.0%
VT vs INFQ
-40.8%
+47.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.5% | -0.2% |
| 7D | -1.6% | -13.3% | +11.7% | -0.6% |
| 30D | -2.5% | -35.8% | +33.3% | +0.5% |
| 3M | -1.3% | -23.1% | +21.8% | +0.1% |
| 6M | +3.1% | -32.0% | +35.1% | +3.7% |
| All | +7.0% | -40.8% | +47.7% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling