-43.6%
INAB vs VOO
+14.7%
-58.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -4.2% |
| 7D | -8.7% | -0.7% | -8.0% | -7.7% |
| 30D | -34.4% | -1.1% | -33.4% | -33.3% |
| 3M | -3.0% | -0.3% | -2.7% | -2.4% |
| 6M | -42.2% | +7.4% | -49.5% | -48.4% |
| YTD | -60.2% | +13.4% | -73.6% | -67.4% |
| 1Y | -43.6% | +14.8% | -58.4% | -54.6% |
| All | -43.6% | +14.7% | -58.3% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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