+1.4%
INBK vs VOO
+82.8%
-81.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.6% | -4.6% |
| 7D | -5.9% | -0.8% | -5.1% | -5.1% |
| 30D | -4.1% | -1.1% | -3.0% | -3.1% |
| 3M | +9.7% | +3.9% | +5.9% | +5.0% |
| 6M | +43.2% | +13.6% | +29.5% | +23.7% |
| YTD | +34.9% | +12.7% | +22.1% | +17.8% |
| 1Y | +18.3% | +17.6% | +0.7% | -2.1% |
| 3Y | +60.7% | +77.3% | -16.7% | -13.5% |
| All | +1.4% | +82.8% | -81.4% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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