-97.0%
INAB vs VT
+69.7%
-166.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.4% |
| 7D | +2.9% | -2.3% | +5.2% | +6.0% |
| 30D | -33.8% | -5.0% | -28.8% | -29.6% |
| 3M | -4.4% | -4.9% | +0.4% | +1.6% |
| 6M | -41.3% | -1.5% | -39.8% | -40.1% |
| YTD | -60.4% | +8.5% | -68.9% | -63.9% |
| 1Y | -44.2% | +11.4% | -55.5% | -50.4% |
| 3Y | -97.0% | +70.1% | -167.1% | -97.8% |
| All | -97.0% | +69.7% | -166.8% | -97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling