+277.1%
INCO price history and return analytics
+415.1%
-138.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.5% |
| 7D | -2.9% | -2.0% | -0.9% | -1.5% |
| 30D | -4.9% | -1.4% | -3.5% | -3.9% |
| 3M | +4.2% | +4.7% | -0.5% | +0.7% |
| 6M | -1.0% | +11.4% | -12.3% | -8.4% |
| YTD | -8.1% | +13.1% | -21.2% | -16.1% |
| 1Y | -11.6% | +19.0% | -30.6% | -22.3% |
| 3Y | +18.6% | +73.9% | -55.4% | -22.4% |
| 5Y | +30.9% | +65.4% | -34.5% | -11.9% |
| 10Y | +109.6% | +225.4% | -115.8% | -18.0% |
| All | +277.1% | +415.1% | -138.0% | +12.8% |
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