-10.6%
INQQ price history and return analytics
+73.7%
-84.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.1% |
| 7D | -1.4% | -1.1% | -0.2% | -0.6% |
| 30D | +0.5% | -1.0% | +1.5% | +1.2% |
| 3M | +16.1% | +3.2% | +13.0% | +13.8% |
| 6M | +13.7% | +12.5% | +1.2% | +5.2% |
| YTD | -5.9% | +14.1% | -20.0% | -13.8% |
| 1Y | -12.9% | +18.9% | -31.8% | -22.4% |
| 3Y | +10.3% | +74.1% | -63.8% | -23.7% |
| All | -10.6% | +73.7% | -84.4% | -40.0% |
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