-79.2%
INBS vs VOO
+14.7%
-93.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.8% | -2.3% |
| 7D | +4.8% | -0.7% | +5.5% | +5.3% |
| 30D | +4.8% | -1.1% | +5.8% | +5.5% |
| 3M | -3.3% | -0.3% | -3.0% | -3.2% |
| 6M | -30.0% | +7.4% | -37.4% | -33.6% |
| YTD | -81.6% | +13.4% | -95.0% | -83.4% |
| 1Y | -79.2% | +14.8% | -94.0% | -82.0% |
| All | -79.2% | +14.7% | -93.9% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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