-21.9%
INN price history and return analytics
+63.7%
-85.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +2.1% |
| 7D | -0.9% | -2.0% | +1.1% | +1.9% |
| 30D | -4.9% | -1.4% | -3.4% | -3.0% |
| 3M | -6.1% | +4.7% | -10.8% | -12.6% |
| 6M | +44.7% | +11.4% | +33.4% | +23.1% |
| YTD | +21.9% | +13.1% | +8.8% | +1.1% |
| 1Y | +7.0% | +19.0% | -12.0% | -17.8% |
| 3Y | +13.3% | +73.9% | -60.7% | -48.0% |
| 5Y | -21.9% | +65.4% | -87.2% | -61.1% |
| All | -21.9% | +63.7% | -85.5% | -61.1% |
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