-56.3%
INIO vs VIG
+8.7%
-65.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +2.1% | -21.6% | -23.7% |
| 7D | -19.7% | +2.7% | -22.4% | -25.8% |
| 30D | -22.3% | +7.0% | -29.3% | -39.6% |
| 3M | -46.1% | +4.0% | -50.1% | -52.7% |
| All | -56.3% | +8.7% | -65.0% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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 · Available span rolling