-90.7%
INEO price history and return analytics
+34.5%
-125.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.9% |
| 7D | +9.4% | -0.1% | +9.6% | +9.1% |
| 30D | +8.4% | -3.1% | +11.5% | +11.2% |
| 3M | -4.4% | -3.5% | -0.9% | -1.4% |
| 6M | +3.1% | +0.5% | +2.7% | +1.4% |
| YTD | +16.1% | +10.8% | +5.3% | +3.1% |
| 1Y | -25.1% | +11.9% | -37.0% | -34.2% |
| All | -90.7% | +34.5% | -125.2% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling