+40.2%
IIIN price history and return analytics
+221.4%
-181.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.3% |
| 7D | +2.0% | +1.0% | +1.0% | +0.7% |
| 30D | -5.0% | -0.2% | -4.8% | -4.7% |
| 3M | +9.7% | +4.5% | +5.2% | +3.8% |
| 6M | -9.8% | +14.1% | -23.8% | -23.6% |
| YTD | -3.0% | +14.8% | -17.8% | -18.5% |
| 1Y | -18.2% | +21.2% | -39.4% | -35.9% |
| 3Y | +6.0% | +76.6% | -70.6% | -48.3% |
| 5Y | +12.9% | +66.6% | -53.7% | -40.6% |
| 10Y | +40.2% | +222.3% | -182.0% | -68.3% |
| All | +40.2% | +221.4% | -181.2% | -68.3% |
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