-45.3%
INAB vs VT
+13.0%
-58.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -1.6% |
| 7D | +3.3% | +0.4% | +2.9% | +3.4% |
| 30D | -29.8% | -2.6% | -27.2% | -27.4% |
| 3M | -4.0% | -3.2% | -0.7% | 0.0% |
| 6M | -40.5% | +0.9% | -41.4% | -40.8% |
| YTD | -59.8% | +11.3% | -71.1% | -65.5% |
| All | -45.3% | +13.0% | -58.4% | -53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling