-56.3%
INIO vs VO
+5.1%
-61.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +0.9% | -20.4% | -22.9% |
| 7D | -19.7% | +1.0% | -20.7% | -23.5% |
| 30D | -22.3% | +2.6% | -25.0% | -30.4% |
| 3M | -46.1% | -0.3% | -45.8% | -44.3% |
| All | -56.3% | +5.1% | -61.4% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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