+164.7%
IIIN price history and return analytics
+345.0%
-180.3%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.7% | -2.2% |
| 7D | -7.0% | -4.2% | -2.8% | -2.2% |
| 30D | -10.7% | -5.8% | -4.9% | -4.3% |
| 3M | -17.8% | -5.2% | -12.6% | -12.5% |
| 6M | +1.9% | +0.1% | +1.8% | +1.9% |
| YTD | -14.7% | +8.2% | -22.9% | -22.1% |
| 1Y | -12.7% | +10.1% | -22.9% | -21.9% |
| 3Y | +5.0% | +69.7% | -64.7% | -42.5% |
| 5Y | -17.4% | +53.4% | -70.8% | -49.1% |
| 10Y | +55.5% | +219.2% | -163.7% | -55.1% |
| All | +164.7% | +345.0% | -180.3% | -48.1% |
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 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