-26.8%
INNV price history and return analytics
+65.7%
-92.5%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.2% |
| 7D | 0.0% | -1.1% | +1.1% | +1.5% |
| 30D | +3.1% | -1.0% | +4.1% | +4.3% |
| 3M | +17.5% | +3.2% | +14.3% | +12.5% |
| 6M | +25.1% | +12.5% | +12.7% | +6.5% |
| YTD | +107.1% | +14.1% | +93.1% | +72.8% |
| 1Y | +132.7% | +18.9% | +113.8% | +83.2% |
| 3Y | +57.6% | +74.1% | -16.5% | -24.2% |
| All | -26.8% | +65.7% | -92.5% | -64.5% |
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