-99.7%
INAB vs VT
+64.8%
-164.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.7% |
| 7D | -5.3% | -0.1% | -5.1% | -4.8% |
| 30D | -32.8% | -3.1% | -29.8% | -30.2% |
| 3M | -7.8% | -3.5% | -4.3% | -3.7% |
| 6M | -43.0% | +0.5% | -43.5% | -43.1% |
| YTD | -61.5% | +10.8% | -72.3% | -65.7% |
| 1Y | -47.7% | +11.9% | -59.6% | -53.7% |
| 3Y | -97.1% | +73.0% | -170.1% | -98.4% |
| 5Y | -99.6% | +58.6% | -158.3% | -99.8% |
| All | -99.7% | +64.8% | -164.5% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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