-73.0%
INUV price history and return analytics
+74.2%
-147.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.2% |
| 7D | -4.6% | -1.1% | -3.5% | -3.2% |
| 30D | -27.9% | -1.0% | -26.9% | -26.9% |
| 3M | -56.9% | +3.2% | -60.1% | -58.7% |
| 6M | -77.8% | +12.5% | -90.3% | -80.8% |
| YTD | -75.0% | +14.1% | -89.1% | -78.7% |
| 1Y | -82.7% | +18.9% | -101.6% | -85.9% |
| 3Y | -73.0% | +74.1% | -147.1% | -87.2% |
| All | -73.0% | +74.2% | -147.3% | -87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling