+244.3%
INCE price history and return analytics
+211.4%
+32.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | -0.3% | -0.1% | -0.1% | -0.3% |
| 30D | +3.3% | -3.1% | +6.4% | +5.7% |
| 3M | +0.3% | -3.5% | +3.8% | +2.8% |
| 6M | +5.6% | +0.5% | +5.1% | +4.6% |
| YTD | +17.3% | +10.8% | +6.5% | +7.2% |
| 1Y | +22.1% | +11.9% | +10.2% | +10.6% |
| 3Y | +62.1% | +73.0% | -10.8% | +2.3% |
| 5Y | +62.8% | +58.6% | +4.2% | +9.5% |
| 10Y | +252.3% | +219.2% | +33.1% | +52.5% |
| All | +244.3% | +211.4% | +32.9% | +49.3% |
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 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