-39.2%
INBK vs VT
+53.4%
-92.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.8% |
| 7D | -1.7% | -2.3% | +0.6% | +1.0% |
| 30D | -4.2% | -5.0% | +0.8% | +1.6% |
| 3M | -13.1% | -4.9% | -8.2% | -8.1% |
| 6M | +1.2% | -1.5% | +2.8% | +2.2% |
| YTD | +22.5% | +8.5% | +14.0% | +9.7% |
| 1Y | +43.1% | +11.4% | +31.8% | +23.7% |
| 3Y | +52.9% | +70.1% | -17.1% | -19.4% |
| All | -39.2% | +53.4% | -92.6% | -65.8% |
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 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