-99.6%
INAB vs VT
+59.8%
-159.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.3% | -4.4% |
| 7D | -6.4% | -0.7% | -5.7% | -5.4% |
| 30D | -29.1% | -1.7% | -27.4% | -27.5% |
| 3M | -17.0% | -2.3% | -14.7% | -14.5% |
| 6M | -46.4% | +1.5% | -47.9% | -47.1% |
| YTD | -62.7% | +12.0% | -74.8% | -67.1% |
| 1Y | -48.1% | +12.9% | -61.0% | -54.4% |
| 3Y | -97.2% | +74.9% | -172.2% | -98.4% |
| 5Y | -99.6% | +59.9% | -159.6% | -99.7% |
| All | -99.6% | +59.8% | -159.4% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling