-44.2%
INAB vs VT
+10.5%
-54.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.4% |
| 7D | +2.9% | -2.3% | +5.2% | +6.4% |
| 30D | -33.8% | -5.0% | -28.8% | -29.2% |
| 3M | -4.4% | -4.9% | +0.4% | +2.0% |
| 6M | -41.3% | -1.5% | -39.8% | -39.9% |
| YTD | -60.4% | +8.5% | -68.9% | -65.6% |
| 1Y | -44.2% | +11.4% | -55.5% | -54.6% |
| All | -44.2% | +10.5% | -54.7% | -54.6% |
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