+39.3%
IIIN price history and return analytics
+223.7%
-184.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | +0.9% |
| 7D | -3.5% | +0.4% | -3.8% | -3.8% |
| 30D | -5.6% | -2.6% | -3.0% | -2.3% |
| 3M | -13.7% | -3.2% | -10.5% | -9.9% |
| 6M | +3.4% | +0.9% | +2.5% | +2.4% |
| YTD | -11.8% | +11.3% | -23.1% | -23.0% |
| 1Y | -7.8% | +14.0% | -21.9% | -21.9% |
| 3Y | +9.8% | +75.8% | -66.0% | -46.4% |
| 5Y | -16.9% | +57.8% | -74.7% | -53.2% |
| 10Y | +39.3% | +219.8% | -180.5% | -69.1% |
| All | +39.3% | +223.7% | -184.3% | -69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling