+27.0%
IIIN price history and return analytics
+217.6%
-190.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.7% |
| 7D | -3.7% | -0.1% | -3.6% | -3.4% |
| 30D | -6.8% | -3.1% | -3.8% | -3.0% |
| 3M | -14.9% | -3.5% | -11.4% | -10.9% |
| 6M | +2.1% | +0.5% | +1.7% | +1.7% |
| YTD | -12.9% | +10.8% | -23.7% | -23.5% |
| 1Y | -10.1% | +11.9% | -22.0% | -22.0% |
| 3Y | +7.3% | +73.0% | -65.7% | -46.5% |
| 5Y | -16.7% | +58.6% | -75.3% | -53.4% |
| 10Y | +27.0% | +219.2% | -192.2% | -73.2% |
| All | +27.0% | +217.6% | -190.6% | -73.2% |
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