-98.6%
INO price history and return analytics
+66.2%
-164.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.1% |
| 7D | +6.8% | +1.0% | +5.8% | +5.0% |
| 30D | +111.9% | -0.2% | +112.2% | +112.5% |
| 3M | +30.3% | +4.5% | +25.7% | +16.8% |
| 6M | -18.4% | +14.1% | -32.4% | -37.5% |
| YTD | -18.4% | +14.8% | -33.2% | -38.4% |
| 1Y | -50.5% | +21.2% | -71.7% | -66.3% |
| 3Y | -73.7% | +76.6% | -150.3% | -91.4% |
| 5Y | -98.6% | +66.6% | -165.2% | -99.5% |
| All | -98.6% | +66.2% | -164.8% | -99.5% |
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