+385.8%
INFU price history and return analytics
+356.5%
+29.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +7.5% | +2.4% | +5.2% | +6.5% |
| 30D | +8.2% | -1.5% | +9.7% | +8.9% |
| 3M | +17.9% | -4.1% | +22.1% | +20.0% |
| 6M | +79.3% | +0.6% | +78.7% | +78.7% |
| YTD | +64.1% | +11.0% | +53.1% | +57.2% |
| 1Y | +44.9% | +13.3% | +31.5% | +37.6% |
| 3Y | +67.3% | +73.4% | -6.1% | +36.6% |
| 5Y | -7.7% | +57.4% | -65.1% | -22.2% |
| 10Y | +674.7% | +221.7% | +453.0% | +452.1% |
| All | +385.8% | +356.5% | +29.3% | +277.8% |
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