-99.6%
INAB vs VT
+71.6%
-171.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.5% | +3.5% |
| 7D | +15.9% | +0.4% | +15.5% | +15.4% |
| 30D | +21.3% | +1.0% | +20.4% | +20.1% |
| 3M | -22.1% | +2.4% | -24.5% | -24.2% |
| 6M | -30.6% | +12.0% | -42.6% | -39.2% |
| YTD | -48.7% | +15.3% | -64.1% | -56.5% |
| 1Y | -45.0% | +22.6% | -67.5% | -55.8% |
| 3Y | -96.2% | +74.7% | -170.9% | -97.9% |
| 5Y | -99.5% | +66.1% | -165.7% | -99.7% |
| All | -99.6% | +71.6% | -171.2% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling