+31.0%
INBK vs VT
+226.9%
-195.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +2.5% |
| 7D | +1.6% | -2.0% | +3.6% | +4.3% |
| 30D | -0.7% | -1.4% | +0.7% | +1.1% |
| 3M | +13.9% | +4.7% | +9.2% | +6.6% |
| 6M | +48.8% | +11.4% | +37.4% | +27.4% |
| YTD | +40.1% | +13.1% | +27.0% | +17.4% |
| 1Y | +22.5% | +19.0% | +3.4% | -4.8% |
| 3Y | +65.3% | +73.9% | -8.7% | -21.9% |
| 5Y | +8.3% | +65.4% | -57.1% | -45.2% |
| All | +31.0% | +226.9% | -195.9% | -67.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling