+138.0%
INFL price history and return analytics
+89.3%
+48.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +1.3% | +1.0% | +0.3% | +0.5% |
| 30D | +6.6% | -0.2% | +6.8% | +6.8% |
| 3M | +10.0% | +4.5% | +5.4% | +5.8% |
| 6M | +5.4% | +14.1% | -8.6% | -5.9% |
| YTD | +25.3% | +14.8% | +10.5% | +11.3% |
| 1Y | +29.5% | +21.2% | +8.3% | +9.8% |
| 3Y | +86.3% | +76.6% | +9.7% | +14.4% |
| 5Y | +98.9% | +66.6% | +32.3% | +27.6% |
| All | +138.0% | +89.3% | +48.6% | +35.2% |
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