-91.0%
INEO price history and return analytics
+39.4%
-130.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.7% |
| 7D | +9.8% | +1.0% | +8.8% | +8.7% |
| 30D | -4.0% | -0.2% | -3.8% | -3.9% |
| 3M | +6.9% | +4.5% | +2.4% | +1.2% |
| 6M | +6.1% | +14.1% | -7.9% | -9.4% |
| YTD | +12.6% | +14.8% | -2.2% | -3.1% |
| 1Y | -31.3% | +21.2% | -52.5% | -44.4% |
| All | -91.0% | +39.4% | -130.4% | -94.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling