-27.8%
INR price history and return analytics
+34.2%
-61.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -3.8% | -0.1% | -3.7% | -3.7% |
| 30D | +9.1% | -0.7% | +9.8% | +9.4% |
| 3M | +12.0% | +4.0% | +8.0% | +9.2% |
| 6M | -15.4% | +12.3% | -27.7% | -22.6% |
| YTD | +3.3% | +14.0% | -10.7% | -7.4% |
| 1Y | +10.9% | +20.3% | -9.4% | -6.4% |
| All | -27.8% | +34.2% | -61.9% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling