-89.9%
INNPF price history and return analytics
+74.2%
-164.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.1% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +22.4% | -0.7% | +23.0% | +22.2% |
| 3M | -27.1% | +4.0% | -31.1% | -26.7% |
| 6M | -67.9% | +12.3% | -80.2% | -67.7% |
| YTD | -75.8% | +14.0% | -89.8% | -75.7% |
| 1Y | -78.8% | +20.3% | -99.1% | -78.8% |
| All | -89.9% | +74.2% | -164.0% | -90.1% |
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 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