-99.7%
INAB vs VOO
+72.6%
-172.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -11.5% | +2.6% | -14.1% | -13.9% |
| 30D | -31.7% | -2.0% | -29.7% | -29.9% |
| 3M | -30.5% | -2.8% | -27.7% | -28.2% |
| 6M | -48.4% | +2.2% | -50.6% | -49.4% |
| YTD | -65.0% | +11.5% | -76.5% | -68.5% |
| 1Y | -50.0% | +13.5% | -63.5% | -55.7% |
| 3Y | -97.4% | +78.1% | -175.5% | -98.5% |
| All | -99.7% | +72.6% | -172.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling