+17.9%
INBK vs VT
+21.4%
-3.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | +4.5% | +1.0% | +3.5% | +4.0% |
| 30D | -1.6% | -0.2% | -1.4% | -1.6% |
| 3M | +15.2% | +4.5% | +10.6% | +12.8% |
| 6M | +43.1% | +14.1% | +29.0% | +33.8% |
| YTD | +38.4% | +14.8% | +23.6% | +30.2% |
| 1Y | +17.9% | +21.2% | -3.3% | +11.6% |
| All | +17.9% | +21.4% | -3.5% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling