+4.4%
INBK vs VT
+66.2%
-61.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +6.2% | +0.4% | +5.8% | +5.7% |
| 30D | +1.4% | +1.0% | +0.4% | +0.2% |
| 3M | +23.0% | +2.4% | +20.6% | +19.0% |
| 6M | +46.7% | +12.0% | +34.7% | +27.2% |
| YTD | +43.3% | +15.3% | +27.9% | +19.9% |
| 1Y | +20.7% | +22.6% | -1.9% | -6.9% |
| 3Y | +53.7% | +74.7% | -20.9% | -20.9% |
| All | +4.4% | +66.2% | -61.8% | -44.7% |
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