-96.3%
INAB vs VOO
+77.0%
-173.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -4.8% |
| 7D | -1.8% | -0.4% | -1.5% | -1.4% |
| 30D | +10.7% | -1.4% | +12.0% | +12.2% |
| 3M | -25.5% | +3.7% | -29.2% | -28.3% |
| 6M | -39.0% | +13.0% | -52.0% | -46.0% |
| YTD | -53.8% | +12.4% | -66.3% | -58.9% |
| 1Y | -46.3% | +18.6% | -64.9% | -53.9% |
| All | -96.3% | +77.0% | -173.3% | -97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling