-11.8%
INN price history and return analytics
+57.0%
-68.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | +3.6% | +2.4% | +1.2% | +0.3% |
| 30D | +16.9% | -1.5% | +18.4% | +19.1% |
| 3M | +20.8% | -4.1% | +25.0% | +27.5% |
| 6M | +39.9% | +0.6% | +39.4% | +37.4% |
| YTD | +55.8% | +11.0% | +44.8% | +31.9% |
| 1Y | +41.3% | +13.3% | +28.0% | +16.0% |
| 3Y | +44.3% | +73.4% | -29.0% | -34.1% |
| All | -11.8% | +57.0% | -68.8% | -52.6% |
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