-45.0%
INAB vs VOO
+20.9%
-65.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +4.0% |
| 7D | +15.9% | +0.1% | +15.8% | +15.7% |
| 30D | +21.3% | +0.1% | +21.3% | +21.2% |
| 3M | -22.1% | +2.0% | -24.1% | -24.6% |
| 6M | -30.6% | +13.0% | -43.7% | -44.4% |
| YTD | -48.7% | +13.6% | -62.3% | -59.5% |
| 1Y | -45.0% | +20.1% | -65.0% | -63.7% |
| All | -45.0% | +20.9% | -65.9% | -63.7% |
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