+162.7%
IIIN price history and return analytics
+346.0%
-183.3%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -1.0% |
| 7D | -6.0% | -2.3% | -3.7% | -3.4% |
| 30D | -9.6% | -5.0% | -4.7% | -4.1% |
| 3M | -17.2% | -4.9% | -12.3% | -12.2% |
| 6M | +0.3% | -1.5% | +1.9% | +2.3% |
| YTD | -15.3% | +8.5% | -23.8% | -22.9% |
| 1Y | -11.3% | +11.4% | -22.7% | -21.7% |
| 3Y | +2.9% | +70.1% | -67.1% | -43.7% |
| 5Y | -18.0% | +53.7% | -71.7% | -49.6% |
| 10Y | +54.4% | +220.0% | -165.6% | -55.6% |
| All | +162.7% | +346.0% | -183.3% | -48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling