+294.6%
INBK vs VT
+346.0%
-51.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -1.7% | -2.3% | +0.6% | -0.3% |
| 30D | -4.2% | -5.0% | +0.8% | -1.2% |
| 3M | -13.1% | -4.9% | -8.2% | -10.5% |
| 6M | +1.2% | -1.5% | +2.8% | +2.0% |
| YTD | +22.5% | +8.5% | +14.0% | +16.4% |
| 1Y | +43.1% | +11.4% | +31.8% | +33.7% |
| 3Y | +52.9% | +70.1% | -17.1% | +13.8% |
| 5Y | -39.1% | +53.7% | -92.8% | -52.0% |
| 10Y | +11.0% | +220.0% | -208.9% | -30.2% |
| All | +294.6% | +346.0% | -51.4% | +153.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling