-51.8%
INAB vs VT
+11.9%
-63.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -5.2% |
| 7D | -1.2% | +2.9% | -4.1% | -4.4% |
| 30D | -30.5% | -2.5% | -28.0% | -28.1% |
| 3M | -17.9% | -3.3% | -14.6% | -14.4% |
| 6M | -48.8% | +1.5% | -50.3% | -49.3% |
| YTD | -65.0% | +11.4% | -76.3% | -70.0% |
| 1Y | -51.8% | +11.9% | -63.7% | -58.4% |
| All | -51.8% | +11.9% | -63.6% | -58.4% |
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