-99.6%
INAB vs VOO
+85.7%
-185.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.5% |
| 7D | -5.2% | -2.0% | -3.2% | -3.2% |
| 30D | +4.8% | -1.7% | +6.4% | +6.7% |
| 3M | -21.4% | +4.7% | -26.2% | -25.4% |
| 6M | -39.2% | +12.6% | -51.8% | -46.4% |
| YTD | -53.0% | +11.8% | -64.8% | -58.2% |
| 1Y | -42.4% | +17.5% | -60.0% | -50.8% |
| 3Y | -96.3% | +77.0% | -173.3% | -97.9% |
| 5Y | -99.6% | +82.6% | -182.2% | -99.8% |
| All | -99.6% | +85.7% | -185.4% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling