-98.2%
INO price history and return analytics
+57.4%
-155.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.8% | +2.6% | +21.2% | +19.4% |
| 7D | -20.1% | +0.4% | -20.5% | -19.9% |
| 30D | +31.3% | -2.6% | +33.9% | +38.7% |
| 3M | +125.4% | -3.2% | +128.6% | +140.5% |
| 6M | +3.4% | +0.9% | +2.5% | -0.4% |
| YTD | -13.2% | +11.3% | -24.5% | -30.3% |
| 1Y | -28.8% | +14.0% | -42.8% | -45.4% |
| 3Y | -65.0% | +75.8% | -140.9% | -88.6% |
| 5Y | -98.2% | +57.8% | -156.0% | -99.3% |
| All | -98.2% | +57.4% | -155.6% | -99.3% |
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