+28.6%
IIIN price history and return analytics
+222.7%
-194.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.5% |
| 7D | +4.6% | +2.9% | +1.7% | +1.0% |
| 30D | -7.2% | -2.5% | -4.7% | -4.1% |
| 3M | -14.1% | -3.3% | -10.8% | -10.2% |
| 6M | +7.5% | +1.5% | +6.0% | +5.6% |
| YTD | -10.8% | +11.4% | -22.1% | -22.1% |
| 1Y | -9.8% | +11.9% | -21.7% | -21.8% |
| 3Y | +10.0% | +73.9% | -63.9% | -45.6% |
| 5Y | -14.5% | +57.9% | -72.4% | -51.9% |
| All | +28.6% | +222.7% | -194.1% | -73.7% |
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