-33.3%
INO price history and return analytics
+15.2%
-48.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.9% |
| 7D | +74.2% | -0.3% | +74.5% | +75.4% |
| 30D | +40.9% | -1.4% | +42.3% | +42.4% |
| 3M | +145.5% | -1.4% | +146.8% | +148.1% |
| 6M | +42.1% | +5.5% | +36.6% | +37.3% |
| YTD | -6.9% | +12.8% | -19.7% | -15.3% |
| 1Y | -33.3% | +15.4% | -48.8% | -40.6% |
| All | -33.3% | +15.2% | -48.5% | -40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling